This article applies to Agencies After setting up your zones, you can assign them to your agents.
Assigning zones to your field agents will allow them to see cases in RCM without having to manually assign cases to them. Not only will your field agents be able to see cases in My Addresses but they will also have access to see those cases in their to-do list.
Assigning Zones
Step 1: Hover over Settings in the menu bar
Step 2: Click on Coverage/Zones
Step 3: Go to Your Areas and click on Zones
Step 4: Click on the Gear to the left of the zone
Step 5: In the drop-down select Manage Users
Step 6: Select the type of cases for each user within that zone
Step 7: To save selection(s), click the Assign button in the lower right corner
Assigning Zones Through Company Employee Screen
Step 1: Log in with admin access, hover over Settings in the menu bar, and click Company Employees.
Step 2: Under your active Employee List, click on the user.
Step 3: Once chosen, scroll down and click + Zones
Step 4: Choose a zone from the drop-down list
Step 5: Click Assign
Troubleshooting Agent Zones
If an agent is not receiving cases within the zone they are assigned, remove them from the zone and reassign them to refresh the addresses.
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