Conditional Assignment - Overview

Conditional Assignment - Overview

What is conditional assignment?

Conditional Assignment solves the time-consuming problem of assigning apps individually to users, by automating the task based on preset conditions. The conditions are triggered whenever confirmed users are added/removed from a group.
 
Consider an example: Amelia is the system administrator of Zylker. She decides to use Zoho Cliq and Zoho Desk. Desk has three roles (Admins, Agents, and Light Agents), and Amelia sets up two departments (Zylker Finance and Zylker Sales). She doesn't want to spend time assigning the apps to every new employee individually, so she decides to use Conditional Assignment to simplify the process. She creates two groups—Employees and Managers—and becomes a member of both.
 
She then sets conditions to assign Zoho Desk through Conditional Assignment.
  1. She creates a new condition, giving all members of Managers Admin access to the Finance Department.
    sample-condition-1
  2. She creates a second condition, giving all members of Employees Agent access to the Sales Department.
    sample-condition-2
  3. She sets a third condition giving all Zylker users Light Agent access to the Sales Department.
    sample-condition-3
She also adds a condition for Cliq to be assigned to all Zylker users.

Priority

Since all three conditions apply to Amelia, the priorities of the conditions are checked. Priority plays an important role during app assignment. Learn how priority works.
 
Since the Managers group condition was added first, it has the highest priority. Role is a single-value field and is assigned based on the high-priority condition. Department is a multi-value field and is assigned by combining the values of all the conditions. So Amelia is an Admin with access to both departments.

Removing users from a group

When a user is removed from a group, their permissions also change accordingly.
 
Let's assume Arthur goes on a sabbatical, promising to rejoin Zylker. So Amelia removes him from the groups, but not from the company. His Agent access is revoked, but he remains a Light Agent in Sales due to the third condition. He also retains his Cliq access.




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