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Memberships and role assignments

In the Data Source tab of your import configuration, in Source/Import Options, it is important to specify the groups and roles your users will be assigned to as part of the import process.

Memberships

In the Data Source tab of your import configuration, in the Memberships field, you assign imported users to organizational groups in Hornbill.

  • Action – When should the user be added to the group?
    • Create – Add user only during Create actions.
    • Update – Add user only during Update actions.
    • Create & Update – Add user during both.
    • Unassign if Assigned – Remove user from the group if already assigned.
  • Name – The name of the group to assign.
  • Membership – Choose one:
    • Member
    • Team Leader
    • Manager
  • Can View Tasks – If selected,the user will be able to see tasks for the group.
  • Can Action Tasks – If selected, the user will be able to work on tasks.
  • User’s Home Organization – If selected, this organization will be the user’s home organization.
  • Single Assignment per Group Type – Ensures the user belongs to just one group per type, removing them from others of the same type.

Role Assignments

In the Data Source tab of your import configuration, in the Role Assignments field, you assign roles to users.

  • Action – When should the role be assigned or removed?
    • Create – Assign role only when the user is newly created.
    • Update – Assign role only during updates.
    • Create & Update – Assign during both.
    • Unassign if Assigned – Remove role if the user already has it.
  • Role – The name of the role to assign.
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