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.
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.
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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