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The Assignments Tab

The one place access is set - assign Assigned Groups and Self-Service Plans to a Flow, Agent, App, or Suite.

The Assignments tab

Every Flow, Agent, App, and Suite has an Assignments tab in its editor. It lists every group that can reach the asset, with a type badge, and it is the only place access is written.

The empty state says it plainly: No one can access this asset yet. Assign a group or a plan. Until a row exists here, the asset is unreachable from every Portal. A direct share link to a Flow or Suite is not a Portal and is not gated by this tab.

Adding a row

  1. Open the asset and switch to Assignments.
  2. Click Add assignment and pick one or more groups. The picker lists Assigned groups and Self-Service Plans together. Optionally set an expiry date (the default is Never).
  3. Save. The row appears with the group's type (Assigned or Self-Service), its member or subscriber count, and, for a plan, its price.

Rows are organization-wide: an assignment is not scoped to one Portal. Which Portals show the asset follows from which doors admit the group (see Portals as doors).

Removing a row

Remove the row and the group's members lose the asset on their next visit. For a Self-Service Plan, subscribers keep their subscription and credits - they only lose this asset.

Filtering

Filter the list by type (All, Assigned, Self-Service) to see only the plans that sell an asset, or only the Assigned Groups that get it for free.

What the tab does not do

  • It does not create groups or plans. Create Assigned Groups under Users & Groups; create plans under Self-Service Plans.
  • It does not offer plans for sale. That happens on a Storefront.
  • It does not decide credits. A run is metered against the user's plans when they have one, and against your organization otherwise - see Plans & Credits.

Reading the same picture from the other side

A group's record shows an Assigned to list - every asset it reaches - and links back to each Assignments tab. The two views are the same data, so whichever way you approach a question ("who can use this?" or "what can they use?") you land on an editable row.

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