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Release notes are available as a web page or a downloadable PDF via the Learning Center page menu. |
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For Member-Level Users, Enable Campaign Builder User to Restrict Inbox Assignment to Departments to which the user is assigned or to no companies, only departments within companies.
Need to add the ability to restrict what departments a member user sees when they are completing an assignment in the Inbox that requires selecting department assignments. If the Restrict Department Selection for Members box is checked then when the user assigned to the task goes to select a department it would only show departments to which they are associated.
Need the ability to restrict a user to all departments, but only departments, without constraining the selection to the user's specific company or department associations. If the Restrict Department Selection to Only All Departments for Members box is checked then when the user assigned to the task goes to select a department it would show all companies, to allow company-specific departments to be selected.
If user is not assigned to a company or department, only the all departments restriction will apply.
This does not apply to Admin/Primary Admin users since they would by default have the ability to see and assign all companies and departments.
Campaign Builder configuration to restrict the member-level user’s Inbox Assignment options | What the user sees in the Inbox for this field, in order to select a department or company assignmentexplanatory textwhen they click the assignment button for an Inbox Assignment | Options the Inbox user has for restricted inbox assignment selectionexplanatory text | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 |  ❌ Restrict Company Selection to | ones companies in which the user is a member | of.
| ❌ All Departments Selection | 1 | All companies >  | All companies  Only departments in which they are the user is a member. | Assigned departments change assigned to “member of” | ✅ | 2 | All companies > all departments | Departments | ✅ | 3 | Assigned departments | Assigned departments | ✅ | ✅ | 4 | All companies > all departments  | |
| 2 |  ❌ Restrict Company Selection to companies in which the user is a member
✅ All Departments Selection |  | All companies  All departments that exist for a company | ||||||||||||||||||
| 3 | ❌ Restrict Company Selection to companies in which the user is a member
✅ All Departments Selection | All companies  Only Assigned departments  | |||||||||||||||||||
| 4 | ❌ Restrict Company Selection to companies in which the user is a member ❌ Restrict Department Selection ❌ All Departments Selection | All companies > all departments | |||||||||||||||||||
| 5 | Assigned companies > assigned departments within those companies
❌ All Departments Selection | Assigned companies > assigned departments within those companies✅ | ✅ | ||||||||||||||||||
| 6 | Assigned companies > all departments in those companies All departments ❌ Restrict Department Selection ✅ All Departments Selection | Assigned companies > all departments in those companies All departments | |||||||||||||||||||
| 7 |
✅ Restrict Department Selection ✅ All Departments Selection | 7 | Assigned companies > assigned departments | Assigned companies > assigned departments | ✅ | ✅ | ✅ | ||||||||||||||
| 8 | Assigned companies > all departments in those companies ❌ Restrict Department Selection ❌ All Departments Selection | Assigned companies > all departments in those companies✅ |
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