Restrict Member-Level Inbox Assignment Options

There are 8 possible Inbox Assignment scenarios that may be configured for Member-level users in the Campaign Builder.

Inbox Assignment scenarios are configured at field-level.
Restrictions are only available for fields that support rules: single-select radio button and single-select dropdown.

Inbox Assignment restrictions do not apply to Staff, Administrator, or Primary Administrator-level users.
The All Departments option allows only Departments as an Inbox Assignment option.

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.

Click to enlarge

Restriction Definitions

Selection	Inbox Assignment Restriction for Member-Level User

Selection	Inbox Assignment Restriction for Member-Level User
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?	Inbox user may only see and select from all existing departments, in order to assign that department to a task, module, or approval tier. The user is not required to be a member of a department in order to select the department.

How The All Departments Option Affects Inbox Assignment

Click to enlarge

Restrictions	All Departments Selection For Members?

Restrictions	All Departments Selection For Members?
Restrict Company Selection For Members?	Inbox users will only see Departments for Inbox Assignment options. When selecting a department, the Company selection is restricted to only Companies in which they are a member. They are able to see and assign all Departments within those Companies.
Restrict Department Selection For Members?	Inbox users will only see Departments for Inbox Assignment options. When selecting a department, the Company selection is not restricted. Within those companies, they may only see and assign Departments in which they are a member.
Restrict Company Selection For Members? and Restrict Department Selection For Members?	Inbox users will only see Departments for Inbox Assignment options. When selecting a department, the Company selection is restricted to only Companies in which they are a member. They may only see and assign Departments in which they are a member.

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

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

1

Restrict Company Selection to companies in which the user is a member

Restrict Department Selection

All Departments Selection

All Inbox Assignment options
Department is restricted

All companies

Only departments in which the user is a member

2

Restrict Company Selection to companies in which the user is a member

Restrict Department Selection

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

Restrict Department Selection

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

5

Restrict Company Selection to companies in which the user is a member

Restrict Department Selection

All Departments Selection

All Inbox Assignment options
Company and Department are restricted

Only companies in which the user is a member

Only departments in which the user is a member

6

Restrict Company Selection to companies in which the user is a member

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

7

Restrict Company Selection to companies in which the user is a member

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

8

Restrict Company Selection to companies in which the user is a member

Restrict Department Selection

All Departments Selection

All Inbox Assignment options
Company is restricted

Only companies in which the user is a member

All departments that exist for a company

Related Labels