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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

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Entity Types

Assignees can be managed on four entity types:
Entity TypeRead PermissionUpdate Permission
policiescompany.policy:readpolicy:update
submissionscompany.submission:readsubmission:update
insuredscompany.insured:readinsured:update
eventscompany.claim:readclaim: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": "john@example.com",
      "assignedAt": "Thu Mar 20 2026 14:30:00 GMT+0000 (Coordinated Universal Time)"
    },
    {
      "id": "google-oauth2|987654321",
      "name": "Jane Doe",
      "email": "jane@example.com",
      "assignedAt": "Sat Mar 21 2026 09:15:00 GMT+0000 (Coordinated Universal Time)"
    }
  ],
  "totalCount": 2
}