In a multi-user environment, it can be useful to direct tasks to internal user or groups, as well as sending tasks externally.
To do this, you can create a connection which connects back into the same account, known as a self connection.
This is a step-by-step guide to creating a self connection.
Create outbox
Use the Connection wizard to create the first end of your connection, skipping over the upload page first.
Give the connection the name of your organisation, select that it should be a Self connection, and set the folder to Partners. Use Next, and download the configuration file.
Create inbox
Use the Connection wizard again to create the second end of your connection. This time upload the configuration file.
On the next page, set the name of the connection to Inboxes and use Next to create the connection.
Create outgoing address book
Edit the outbox folder. This will be in the Partners folder, and will have the same name as your organisation. Edit the address book to add names of the individual users and/or groups to whom you want tasks to be directed. You don't need to set a path.
In this case, we have added the individual Carol Jones and the user group Sales admin. The names should match names of Users and user groups. (Carol Jones does not have to be a member of the Sales admin group - this just shows an example of each.)
See Roles and connections for detailed instructions. You can add more users and groups later.
Create individual inboxes
Go the the Inboxes folder, which is directly inside the Home folder. Use the New sub project to create a project for each user or user group in the address book. See New project for details.
In our example, the Inboxes folder would look like this, with a sub folder for Carol Jones and a sub folder for Sales admin.
You can change the appearance of the folders if you like. See Folder appearance.
Add permissions
Go into each inbox folder and Edit the folder. On the Permissions tab, use the User groups to select the user group or individual user who should receive the inbox. (Although the field is called User groups, you can enter an individual user here too.).
In this example, permission has been given to Carol Jones.
Using the self connection
You can use the self connection address book entries in Assignment.
This example shows selecting Carol Jones as an assignee.
(If you do not see this, you might need to manage connections - see Assignment.
When Carol signs in, they will see new work in the Home folder, and can see their individual work in their named folder.
The user will also have a folder for each user group of which they are a member and to which work has been sent. If Carol was a member of Sales admin, she would have a Carol Jones folder and a Sales admin folder. Her Home folder would show actions from both.