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There are 8 possible Inbox Assignment scenarios that Member-level Inbox Assignment Users May See When Assigning an Inbox Task |
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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.
Inbox Assignment 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. |
How The All Departments Option Affects Inbox Assignment
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 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 existing departments  |
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❌ All Departments Selection |
 | 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 | Only Department option | 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 | Only Department option | 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 |
 | Only companies in which the user is a member  All departments that exist for a company |
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