How to Assign Resources to Automation Approval Tasks in OnePlan

Direct Answer: How Resource Assignment Works for Automation Approval Tasks in OnePlan

When approval teams and resources are assigned approval tasks through an automation in OnePlan, they are automatically added to the plan's team and resource plan as readers. If the assigned resource is already part of the plan team with a higher permission level — such as Contributor or Owner — their existing permission is retained and not overridden.

What This Article Covers: Automation Approval Task Resource Assignment

This article explains how OnePlan handles resource and team membership when an Approval Task Workflow automation assigns approval tasks to resources.

What you will accomplish
By the end of this article, you will understand how approval task assignments through automations affect plan team membership and resource plan access in OnePlan.

Before You Begin: Automation Approval Task Resource Assignment

Before you begin, make sure you have:

A OnePlan account with Contributor or Owner access to the plan
An Approval Task Workflow action configured in a Plan Automation or Work Plan Automation

See How to Configure an Approval Task Workflow Action for Plan Automations in OnePlan or How to Configure an Approval Task Workflow Action for Work Plan Automations in OnePlan for setup instructions.

Why This Matters: Automation Approval Task Resource Assignment

Context: Automatic Team and Resource Plan Access

When an automation assigns an approval task to a resource in OnePlan, that resource needs access to the plan to view and act on the task. OnePlan handles this automatically by adding the assigned resource to the plan's team and resource plan as a reader, ensuring they can see what is needed without requiring manual permission changes.

Context: Existing Permissions Are Preserved

If the resource being assigned is already a member of the plan team with a Contributor or Owner permission level, OnePlan does not downgrade their access. Their existing permission is retained, and only resources without existing access are added as readers.

Frequently Asked Questions: Automation Approval Task Resource Assignment

Q: What access level does a resource get when assigned an approval task through an automation in OnePlan?
A: When an automation assigns an approval task to a resource in OnePlan, that resource is added to the plan's team and resource plan as a reader. This gives them the minimum access needed to view and act on the approval task.

Q: Will an automation override an existing team member's permissions when assigning an approval task in OnePlan?
A: No. If a resource is already part of the plan team with a Contributor or Owner permission in OnePlan, their existing permission is not changed. Only resources without existing plan access are added as readers.

What to Do Next: Automation Approval Task Resource Assignment

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