Overview

Assignees allow you to track which users in your organization are responsible for a given entity. The Assignees API supports listing and setting assignees for policies, submissions, insureds, and events.

Key Concepts:

• Assignees are users within your organization assigned to an entity
• An entity can have multiple assignees
• Setting assignees is a full replacement — the provided list replaces any existing assignees
• Removed assignees are soft-deleted, preserving an audit trail of assignment history

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API Endpoints

• List Assignees - Retrieve assignees for an entity
• Set Assignees - Set assignees for an entity (full replace)

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Entity Types

Assignees can be managed on four entity types:

Entity Type	Read Permission	Update Permission
policies	company.policy:read	policy:update
submissions	company.submission:read	submission:update
insureds	company.insured:read	insured:update
events	company.claim:read	claim:update

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Full Replace Semantics

The Set Assignees endpoint uses full replace semantics. The array of user IDs you provide completely replaces the current assignees.

Assign users:

{
  "assigneeIds": ["google-oauth2|123456789", "google-oauth2|987654321"]
}

Remove all assignees:

{
  "assigneeIds": []
}

All user IDs in assigneeIds must correspond to existing users in your organization. The API returns an error if any user ID is not found.

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Example Response

{
  "items": [
    {
      "id": "google-oauth2|123456789",
      "name": "John Smith",
      "email": "[e-mail]",
      "assignedAt": "Thu Mar 20 2026 14:30:00 GMT+0000 (Coordinated Universal Time)"
    },
    {
      "id": "google-oauth2|987654321",
      "name": "Jane Doe",
      "email": "[e-mail]",
      "assignedAt": "Sat Mar 21 2026 09:15:00 GMT+0000 (Coordinated Universal Time)"
    }
  ],
  "totalCount": 2
}

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