Request versus Assign Permission

The Request and Assign permissions allow you to choose the person Responsible for an Item.

The Request and Assign permissions give you the ability to choose the Responsible person on Items with a Standard team type. However, there are significant differences between them that determine which permission you should give to which users.

What is the Request permission?

The Request permission allows you to request people become the Responsible Person for Items with a Standard team type.

The permission can be granted:

• Everywhere, which applies to all Items regardless of their Location
• Location & Below, which applies to all Items in your Location or  Locations beneath your Location in the Network.
• Location Only, which applies only to Items in your Location

The Request permission is often given to leaders, improvement specialists, and managers of a Location that should be able to request that people outside their Location(s) work on an Item. Often, these people will have the Assign permission in their own Location but only the Request permission outside of their Location.

How does it work? 

When you have the Request permission, you have the ability to activate Items with a Standard team type.

When you choose a Responsible person, you will see a warning that you can only request that they work on the Item, and the requested person will receive an in-app and email notification informing them of your request.

Example of the Assign window where you can request someone to work on an Item. If you only have the Request permission, you can only Request, not Assign.

When the requested person opens the Item, they will see a flag from which they can accept or decline the request. 

• If they select Accept, they can leave a comment, and the Item will move to Active Status. 
• If they select Decline, they will be prompted to leave a comment explaining their decision, the Item will return to New Status, and they will no longer be listed as the Responsible Person on the Item. 

What is the Assign permission? 

The Assign permission gives you the ability to assign people as the Responsible Person for Items with a Standard team type. It is more powerful than the Request permission because the assigned person cannot turn down the assignment.

The permission can be granted:

• Everywhere, which applies to all Items regardless of their Location
• Location & Below, which applies to all Items in your Location or  Locations beneath your Location in the Network.
• Location Only, which applies only to Items in your Location
• Only Users, which applies only to Items in which you are on the Team. 

This permission is typically given to leaders and improvement specialists. It is common for team managers to have the Assign permission in their Location and below, and Request outside of their Location. 

How does it work? 

When you have the Assign permission, you have the ability to activate Items with a Standard team type.

In the Assign window, you can use the Responsible field to select a person. After you select Assign, the assigned person will receive a notification and the Item will move into Active Status. 

Example of the Assign window for a user with the Assign permission. 

What are the differences?

Certain permissions are implicitly granted with the Assign and Request permissions. Reference the following table to learn which abilities users with the Request and Assign permissions will have on Items with a Standard team type. 

Recommended Reading

• System Role Permissions 
• Standard Team 
• Activate or Assign an Item