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How do I transfer a protection case?
How do I transfer a protection case?
Updated over 4 months ago

You can transfer (refer) a protection case to your protection advisor by following the steps below.

NOTE - System Admin users can transfer on behalf of anyone.

  1. Click the menu button beside the protection case.
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  2. Select Refer
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  3. Once the case is referred the advisor who has been sent the case needs to accept it. That advisor needs to go to Settings > Case Transfers to accept the case.

  4. Select accept
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The case will now be referred to the protection advisor and will show in their name!

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