User assignments

You can use user assignments to assign any InEight Platform user to a Compliance or Completions organization, project, category, and role. The user will have access to manage Compliance or Completions, according to their assignment.

The User assignments tab page shows all users from InEight Platform. The user’s name, email, and status are pulled from their profiles in Platform. The designated Roles, Reporting tags, and Last updated information from their assignments are also shown.

User assignments are added by designating users to organizations, projects, categories, and roles. You can also assign Reporting tags to users. For more information about reporting tags, see Reporting tags.

Automatic user assignments can be configured to assign roles and categories to InEight Platform users. For more information see Automatic user assignments.

After user assignments have been designated, they can be removed or transferred to other users.

In the Add user assignment wizard an assignment consists of one or more users, organizations, projects, categories, and roles.

Assignments and History

When viewing a user assignment, the user assignment page shows the Assignments and History tabs. The Assignments tab lists all user assignments. You can filter them by Organization/Project, Role, or Category. The History tab lists the history of all assignment's changes. You can filter them by Change type, Role, Category, Organization/Projects, Reporting tags, Change date, and Changed by.

Considerations

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

Steps

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

Add a User Assignment

  1. Click the Add icon, and then select Add user assignments from the drop-down list.

  2. Select users to add assignments to, and then click Next.

    When you add multiple users, the assignment is listed individually for each user.

  3. Select the organizations, projects, categories, and roles to designate for the selected users, and then click Done.

    You can be assigned multiple assignments. Assignments do not affect existing Platform roles.

Transfer user assignments

  1. Click a user’s name. The user assignment window opens that shows all user’s assignments.

  2. Click the Transfer assignment icon next to the role you want to transfer.

  3. In the assignment wizard, select the user, categories, organizations and projects to transfer the assignment to, and then click Next.

  4. In the Confirmation step, click Transfer. You can click the Transfer drop-down, and select Transfer and select next user, or Transfer and close.

    You can only transfer one role's assignment at a time.

Remove user assignments

  1. Click a user’s name, and then click the Remove assignment icon next to the role. The Remove user assignment wizard opens.

  2. Select organizations, projects, and categories to remove, and then click Done.

Email notifications are sent when adding, transferring, and removing assignments.

View user’s assignment history

  1. Click a user’s name, and then select the History tab.

  2. Click Close to close the window.

Add reporting tags

  1. Click the Add icon, and then select Add reporting tags.

  2. Select users to add reporting tags to, and then click Next.

  3. Select reporting tags to include, and then click Save.

    To create reporting tags, see Reporting tags.