There are 8 possible Inbox Assignment scenarios that may be configured in the Campaign Builder.
The Inbox Assignment scenarios are configured at field-level.
The Inbox Assignment restrictions do not apply to Staff, Administrator, or Primary Administrator-level users.
Restrictions are only available for fields that support rules.
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.
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
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 | |
---|---|---|---|
1 | ❌ Restrict Company Selection to companies in which the user is a member Restrict Department Selection ❌ 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 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 |
| 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 |
| Only companies in which the user is a member All departments that exist for a company |
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