User Assignment

Enterprise

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With user assignments, you can automatically move users, who are added through an integration, into sub-teams based on specific criteria.

Create a New User Assignment

1. Create a new assignment
   Click on “NEW” to create a new user assignment. Give the assignment a meaningful name.

   

2. Set Criteria
   Define rules by selecting a field, a comparison type, and a matching value.

   
   • Choose the field to be checked.
   • Determine the comparison type (e.g., “equals”, “contains”).
   • Specify the value to compare the field against.

   You can create multiple criteria. These will be combined with an AND logic – all conditions must be met.

3. Assign to Teams
   Select which teams the user should be added to once the criteria are met.

   

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Change Status

You can change the status of a user assignment by selecting “Change Status” in the 3-dot menu and toggling between Active and Inactive.

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Duplicate

You can duplicate a user assignment by selecting “Duplicate” in the 3-dot menu.

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Delete

To delete a user assignment, click “Delete” in the 3-dot menu and confirm the action.