Use assignments to show who owns an issue and who is responsible for completing the work. In the current issue editor, use Owner and Primary Assignee on the General tab.
Before you begin
- The user must already exist in AuditFindings and have access to the account data they need.
- Your role and permissions determine which users and issues you can update.
- If the assignee should receive email or reminder notifications, confirm the account notification settings under Admin > Notifications.
Assign one issue
- Sign in to AuditFindings.
- Select Issues in the left navigation.
- Find the issue you want to assign, then select Edit Issue. You can also assign users while creating a new issue.
- On the General tab, review the issue details, status, due date, and priority.
- Select the appropriate user from Owner.
- Select the appropriate user from Primary Assignee.
- Select Save Issue. If you want to save and notify users, use the save option that sends notifications when it is available for your account.
Assign multiple issues
- Go to Issues.
- Select the checkboxes for the issues you want to update.
- Use the available bulk or mass-edit action to assign the selected issues.
- Choose the assignee, review the selected issues, then apply the update.
What assigned users see
- Assigned issues appear in the assignee's issue lists and dashboard views based on their access level.
- Owners and assignees can also be included in reminders, status-change notifications, comment notifications, and summary emails when those notification settings are enabled.
- If an assignee cannot see an issue, confirm their user account, role, audit access, and issue permissions.