Projects can consist of a lot of team members. When assigning an issue, this long list of possible assignees does not make choosing the correct person any easier.
Some team members only need to be able to assign issues to team members within their own company or sub-team.
To offer a clearer overview and a shorter list of possibilities, there are two ways in which you can limit who a team member can assign issues to in a project:
Based on the team members' company
Based on the team members' user groups
⚠️ Note: This feature is not available on all plans. To check if it’s included in your subscription, review the [plan comparison list] or contact your admin. If the feature isn’t available, you may need to upgrade your plan.
Limit assignment based on company
When a user is added to a BIMcollab space, they are assigned to a company.
This property can be used to limit a team member to only assign issues to users who are part of the same company.
To do so, a Project leader can follow these steps to set up the assignment limits for the team members:
Go to the 'Settings' page of the project
Select 'Team members' in the left menu
Find the team member for whom you want to limit issue assignment and edit
Check the box 'Can only assign issues within company' for this team member.
⚠️ Attention: If this option is not available, it's possible the team member's role does not allow assigning issues at all.
In the team member overview, when there is no checkmark in the column 'Subteam (company)', the user can assign issues to any other assignable team member in the project.
To make sure issues can be assigned across companies, have at least one user in every company who is able to assign issues to everyone. The image below illustrates that within each company, one user can assign issues to users from other companies.
This can be the BIM Manager on the project.
Limit assignment based on user groups
In the Project's settings, you can enable the option 'Only allow to assign issues to members of the team member's usergroup(s)'.
When this option is enabled, team members can only assign issues to other team members who are part of the same groups. This workflow is more flexible than the one based on companies because a team member can be part of multiple groups.
As an example, everyone in a (sub)team within a project can be part of a separate user group in BIMcollab.
These groups are illustrated as Subteam 1-3 in the image below. Within every user group, one person should be responsible for communication with the other groups. These responsible persons are the Team leaders in the image below. These team leaders can be added together to an additional user group (in the image indicated in blue), so they can assign issues across the user groups via their team leaders.
The limitation based on company and based on user groups can be used together when multiple companies are part of the same user group or a company is divided into subteams. These workflows do not exclude each other.
💡 Tip: For more information on the issue visibility in combination with user groups, consult the article User groups and issue visibility.
💡 Tip: To know how to create user groups, consult the article Define project properties.