Configuring Assignment Policy

Assignment Policy determines who is allowed to request, assign, unassign, and approve objects. Locations and resources are the only 25Live objects that use assignment policy. 

When editing assignment policy, you can choose to set it for one group at a time or multiple groups. 

Editing Security for One Group

1. In Series25 Group Administration, select a single group
2. Select the Configure... button. Then, choose:
   • Location Security
     OR
   • Resource Security
3. Choose an existing search to display objects to edit. You can narrow results by typing in the filter search box
4. Select any number of objects
5. Click the Actions menu > Edit Assignment Policy
   Image: The Actions menu on the location security configuration page.
6. Select one of the options from the dropdown menu:
   • Not Requestable
   • Request
   • Request, Unassign
   • Assign, Unassign
   • Assign, Unassign, Approve
     For more information about the options, see Assignment Policy.

   • Tip: Get Info About Objects

     Use the “i” info icon in the Details column to view more information about locations, resources, and organizations.

7. If you need to set unassign rights independent of assignment policy, you can do so from this view.
   • For a single group: Use Actions > Edit Assignment Policy > Set Custom Assignment Policy AccessImage: You can set unassign rights independent of assignment policy for a single group.
   • For multiple groups: Use Assignment Policy > Edit Locations/Resources then the Add a Custom Assignment Policy Setting button
     Image: You can set unassign rights independent of assignment policy for multiple groups.
8. Save your changes
   Animation: Setting location assignment policy for one group.

Setting Security for Multiple Groups

1. In Series25 Group Administration, select the groups you'd like to configure
   Image: Choices when configuring multiple groups.
2. Select the Configure... button. Then, choose:
   • Location Security
     OR
   • Resource Security
3. From the drop-down menu, select a search or use a keyword to display a list of objects to edit
4. Under Choose Security Type to View, select Assignment Policy
5. A list of search results will appear with a column for each security group's current settings.
   • Use any of the filter options to narrow the search results:
   • Select a different search or security option at any time
   • Type an object's name into the search box
   • Click Show Differences to only see objects where at least one security group has different settings than the others
     • Note: not available when searches include more than 1000 results
6. Select any number of objects you wish to change and click Edit Selected Locations/Resources.Image: Configure Location Security for Multiple Groups options.
7. Edit Details
   • Security groups are listed down the left-hand side. The objects you are editing are displayed at the top. Use the Return to Configure Security... button to go back to the previous selection without saving.
     Image: Configuring assignment policy for multiple groups.
   • You can select a different security level for each group. 
8. Save your changes
   Animation: Setting location assignment policy for multiple groups.