You want to set up rules that automatically assign people to some of your tracks (e.g. onboarding), so that you don't have to perform these assignments manually.


Set up a set of automated rules to automatically assign people to your tracks.

  1. Read Automated Rules to understand the workflow for creating your rules and learn about rule conditions.

  2. See the discussion below outlining track assignment rule actions and parameters.


For track assignments, there only one possible Action:

  • Assign to Track.

This action takes two required Parameters:

  • Track ID. The ID of the track you want to assign people to.

  • Assigner ID. The ID of the user that will appear as the person who performed this assignment (e.g. in the invitation email).

See Also

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