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Release notes are available as a web page or a downloadable PDF via the Learning Center page menu. |
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.
There are 8 possible Inbox Assignment scenarios that may be configured for Member-level users in the Campaign Builder. |
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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.
What the user sees in the Inbox for this field, in order to select a department or company assignment
explanatory text
Options the user has for inbox assignment selection
explanatory text
Restrict Company Selection to ones the user is a member of.
explanatory text
Restrict Department Selection
explanatory text
All Departments Selection
All departments may be viewed and selected.
All companies > Only departments in which they are a member.
Assigned departments
change assigned to “member of”
All companies > all departments
Departments
Assigned departments
Assigned departments
All companies > all departments
All companies > all departments
Assigned companies > assigned departments within those companies
Assigned companies > assigned departments within those companies
Assigned companies > all departments in those companies
All departments
Assigned companies > all departments in those companies
All departments
Assigned companies > assigned departments
Assigned companies > assigned departments
Assigned companies > all departments in those companies
Assigned companies > all departments in those companies
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 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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