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Release notes are available as a web page or a downloadable PDF via the Learning Center page menu. |
| Note |
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.
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In the Campaign Builder users may restrict Inbox Assignment for Member-level users. Restrictions are available for Companies, Departments, and a Departments-only Inbox Assignment option.
Restriction Definitions
Selection | Inbox Assignment Restriction for Member-Level User |
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Restrict Company Selection For Members? | Inbox user may only select a company in which they are a member, in order to assign that company to a task, module, or approval tier. |
Restrict Department Selection For Members? | Inbox user may only select a department in which they are a member, in order to assign that department to a task, module, or approval tier. |
All Departments Selection For Members? |
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If the member-level 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.
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How The All Departments Option Affects Inbox Assignment
Restrictions | All Departments Selection For Members? |
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Restrict Company Selection For Members? |
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Restrict Department Selection For Members? |
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Restrict Company Selection For Members? and |
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Configurations For The 8 Possible Inbox Assignment Scenarios
Campaign Builder configuration to restrict the member-level user’s Inbox Assignment options | What the user sees when they click the assignment button for an Inbox Assignment | Options the Inbox user has for restricted inbox assignment selection | |||
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| 1 |   ❌ Restrict Company Selection to companies in which the user is a member
❌ All Departments Selection  |
 | All companies   Only departments in which the user is a member.   | ||
| 2 |   ❌ Restrict Company Selection to companies in which the user is a member
✅ All Departments Selection |  Only Department option  | 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 | Only Department option  | All companies   Only Assigned departments  in which the user is a member | ||
| 4 |  ❌ Restrict Company Selection to companies in which the user is a member ❌ Restrict Department Selection ❌ All Departments Selection | All Inbox Assignment options  | All companies > all departments  All existing departments  | ||
| 5 | 
❌ All Departments Selection | Assigned companies > assigned departments within those companies | 6
 | Only companies in which the user is a member  Only departments in which the user is a member | |
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❌ Restrict Department Selection ✅ All Departments Selection Assigned companies > all departments in those companies All departments | Only Department option | Only companies in which the user is a member Only departments in which the user is a member | ||
| 7 |
✅ Restrict Department Selection ✅ All Departments SelectionAssigned companies > assigned departments | Only Department option | Only companies in which the user is a member Only departments in which the user is a member | ||
| 8 |
❌ Restrict Department Selection ❌ All Departments SelectionAssigned companies > all departments in those companies |
 | Only companies in which the user is a member  All departments that exist for a company |
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