Role assignments for messages are important, as the Role dictates which users are able to view and respond to the message within Inbox. If a message was assigned to a general Admissions Role, and the message instead must be answered by a user who is able to see Financial Aid information, the message can be re-assigned to a Financial Aid Role.
The Role and User can be assigned to a message either manually or via rules. This section provides instructions to manually assign the message to a Role or User. For information about automating assignments, please see the Inbox Automation section below.
The steps to manually assign a message to a Role or User are:
- Open the specific message in Inbox
- Click Assign
- Update the Role and/or the User using the associated select lists