Restrict Member-Level Inbox Assignment Options
- Kevin Harris
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.
Restriction Definitions
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? |
|
How The All Departments Option Affects Inbox Assignment
Restrictions | All Departments Selection For Members? |
|---|---|
Restrict Company Selection For Members? |
|
Restrict Department Selection For Members? |
|
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
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 |
| 5 |
All Departments Selection |
| Only companies in which the user is a member Only departments in which the user is a member |
| 6 |
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 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 Department Selection All Departments Selection |
| Only companies in which the user is a member
All departments that exist for a company |
