Assigning a request
Roles and permissions
The following roles can assign a request:
Administrators
Compliance managers
Users
When a request is assigned to a team member, they’ll receive an email notification and/or a Slack/Microsoft Teams notification depending on their notification preferences. If another user makes a change to a request, e.g. changing the due date or updating the status, the assignee does not receive a notification.
Note
Assigning a Hyperproof object or task to yourself doesn't send a notification to you.
Note
The user assigned to upload proof to a request, continues to receive notifications about that request until it is set to Approved or Closed, even if they have uploaded the requested proof.
Note that to receive Slack or Microsoft Teams notifications, your organization must have the integration turned on. For more information on the integrations, refer to Integrations.
To assign a request:
From the left menu, select Audits or Assessments.
Select your audit or assessment.
Select the Requests tab.
Requests tab in an audit.
Requests tab in an assessment.
Select the request you want to assign.
Expand Assignee, then click Select assignee.
Tip
To change an assignee, hover over the current assignee's name and click the Edit icon.
Select an assignee from the drop-down menu.
Hyperproof automatically saves your changes.