Inbox Assignments

There are 8 possible Inbox Assignment scenarios that Member-level Inbox Assignment Users May See When Assigning an Inbox Task

Inbox Assignment scenarios are configured at field-level.
Restrictions are only available for fields that support rules:

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.

Inbox Assignment 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

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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

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

Click to enlarge

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

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