What does assigning mean?
When you assign a conversation in the inbox, you link it to one user. This lets everyone see who is handling the conversation.
A conversation can be assigned to one user at a time. You can also assign a conversation to yourself to show that you are working on it. An assigned conversation stays assigned when you archive it or mark it as read.
How do I assign a single conversation?
Click the 'Inbox' button in the top left of Payt.
Open the conversation you want to assign.
Click 'Unassigned' at the top of the conversation.
Search for the name or email address of the user, or select the user from the list.
The conversation now shows the user's name under 'Assigned to'.
How do I assign multiple conversations at once?
Click the 'Inbox' button in the top left of Payt.
Tick the conversations you want to assign. As soon as you tick one, action icons appear above the conversations.
Choose the action 'Assign X conversations'. Instead of X, you will see the number of conversations you selected.
Choose the user you want to assign the conversations to.
How do I change the assignment?
At the top of the conversation, click the user's name next to 'Assigned to'. Then search for another user and select them. The conversation is now assigned to the new user.
You can also remove the assignment by clicking 'Unassign X'.
How do I find assigned conversations?
Use the 'Assigned to' filter in the inbox. This shows what a colleague, or you yourself, are working on. Choose 'Nobody' in this filter to see only conversations that have not been assigned yet.
Read more about filtering: How do I sort and filter my messages in the Payt inbox?
How do I turn the daily task email on or off?
Each user sets this up in their own profile settings:
Click your name in the top right of Payt.
Scroll down to the 'Task notifications' section.
Switch the 'Daily notification of open tasks' toggle on or off.
