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LoriM

Auto Assigning to Files

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I am trying to have someone submit a client and have the system auto-assign that client to 3 different roles within my company after the client's initial info is submitted. Is this possible?

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Hi @LoriM,

I think this is possible.

Authentication with a User groups explained in this tutorial: https://www.youtube.com/watch?v=X8HZC3mBSPg

You may consider using Triggered action for assign the roles to the client.

Basic Triggers explained in this tutorial: https://www.youtube.com/watch?v=wA7KR9dygh4

Hope this helps.

Regards,

vitalikssssss

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