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Adding a user to a scope assignment control

Roles and permissions

The following roles can add a user to a scope assignment control:

  • Administrators

  • Compliance managers who are managers on the main control

  • Compliance managers who are managers on the scope assignment control

  • Users who are managers on the main control

  • Users who are managers on the scope assignment control

When working with the scopes feature, you can choose to add users either to the main control or to the scope assignment control.

If you add a user to the main control, they will also be added to each scope assignment control. Note that their image or initials will not appear in the scope assignment control's facepile; it only appears in Member Access > Inherited Access.

If you add a user to a scope assignment control, they will only be added to that specific control.

Prerequisites: A main control and a scope assignment control.

To add a user to a scope assignment control:

  1. From the left menu, select Controls.

  2. Select the main control.

    parent-control-generic.png

  3. Select the scope assignment control you want to add the user to.

  4. Click the + icon in the upper-right corner.

    generic-facepile-add-icon.png

  5. Select a user from the Name drop-down menu.

  6. In the Role field, select the object role for this user. Note that for scope assignments you can set the user to owner. Roles include:

  7. Optionally, enter a message. This message is included in the email notification sent to the user letting them know that they are now a member.

  8. Click Add. The user is added to the scope assignment control.

    If notifications are enabled, an email is sent notifying the user that they have been added.

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