Automatic user assignments

The Automatic user assignments configuration lets you save administrative setup time by automatically assigning a Compliance or Completions role and categories to all InEight Platform users.

Users will need to be assigned a role and a Project assignment in Platform, and then they will automatically get the following from automatic user assignments:

• User assignments for the role and category you provide.

• Assignment into any project they are related to in Platform.

The updates run nightly.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

Automatic user assignments will not be assigned when organization level is chosen as the assignment in InEight Platform.

Steps

To navigate to Automatic user assignments, see steps to access organization level settings in Settings overview.

Add automatic user assignments

1. Click Automatic user assignments under Configurations. The Automatic user assignments dialog box shows.

   

2. Select a role and categories from the drop-down menus, and then click Save.