Creating and Editing Assignments

Assignments is where we define who can perform which actions on which items in a view. You can add, modify, and delete views.

To add an Assignment:

1. Log in to the Web Console as an Administrator and navigate to the Administrator tab.
2. In the left pane, click Assignments.
3. Click +New.
4. In the New Assignment window, specify a name for the Assignment.
5. Click the Include Role tab and select a Role.
6. Click the Include Views tab and select a View to include.
7. Click the Include Groups tab and select a Group (from AD, Microsoft Entra ID, etc.) from the list to include.
8. Click the Include Users tab and select a User (from AD, Microsoft Entra ID, etc.) from the list to include.
9. Click Save.
10. (Optional) Select an Assignment and click Edit. Make the required changes and click Save.
11. (Optional) To delete an Assignment, select the Assignment and click Delete.