How You Assign a Journey to Multiple People

You can assign a journey to a person, all direct reports of a person, or the entire organization of a person.

You can assign the journey to one of these assignee types:
  • Person (default option): Here you select a single person.
  • Directs: You select a single person and the journey is assigned to the direct reports of the selected person. Directs includes all workers who have a direct reporting relationship of type Line Manager with the selected person.
  • Organization: You select a single person and the journey is assigned to the selected person's organization, which includes the entire management hierarchy. Organization includes all workers who have a direct or indirect reporting relationship of type Line Manager with the selected person.
You can make any of these person-based selections:
  • Single person.
  • Multiple people you select individually.
  • Multiple people you select as part of the selected person's direct reports.
  • Multiple people you select as part of the selected person's organization.
  • Combination of all the scenarios using the Add Assignee option.

You can select multiple persons from the user interface only by using one of the multiple selections mentioned above.

Let’s see an example of how the journey is assigned when you select different assignee types. This table shows the population for whom the journey is assigned in each case.

Assignee Type Selected Person Population for whom Journey is Assigned
Person Ravi Kapoor Journey is only assigned to Ravi.
Directs Ravi Kapoor Ravi has 14 direct reports. In this case, the journey is assigned to all 14 directs of Ravi.
Organization Ravi Kapoor Ravi’s organization has 4686 people that includes the entire management hierarchy. In this case, the journey is assigned to all 4686 people in the organization.