You will be automatically set as the owner of a conversation or a payment request when you create one.
Assignees are optional and can be set on the conversation screen (see below).
Why should I set these?
Owners and assignees will receive notifications when a status changes or a payment is made
It becomes clearer what stage a client query is at, and who it is waiting for
The Day List view is automatically filtered for each user to show conversations they are responsible for
Unassigned conversations are filtered on the Day List ready to be worked on
Conversation view
Set either the Owner or Assignee (or both) by clicking the '+' icons on a conversation view. You can choose an individual or a group
If you do not see groups, your System Admin may need to set them up.
Day List
Once these are set, they will show on each conversation over on the right
Conversations will be filtered for each team mate when they log in, so they see their priorities