User
1. Introduction
The User field in Unifize lets you assign one or more users to a specific process step directly from a checklist. This can be used to define roles like reviewers, approvers, or collaborators and is especially useful in workflows that involve handoffs, reviews, or clear ownership responsibilities.
You’ll typically see this field labeled something like “Owner,” “Assignee,” or “Approver” within a checklist.
2. How the User field works
When the User Field has been added by an admin:
You’ll see a “+ Add User” button inside the checklist.
Click the field to:
Search users by name
View email IDs to ensure you're assigning the right person
Select one or multiple users (if allowed)
Remove or replace users if needed
Once selected, the user's name appears in the checklist.
The action is also automatically recorded in the My Inbox conversation window, making it visible to other collaborators.
If you remove a user, the conversation update is also removed.
If you change a user, the system updates the name in real time.
You can also add a new member, other than the existing members by clicking on the “Add new user” button and entering the member’s email ID.
3. How the User field helps you
The User field improves collaboration, accountability, and traceability within process workflows.
What it enables:
Clear assignment of responsibilities (e.g., who’s reviewing or approving)
Visibility into who is involved at each checklist stage
Real-time updates, reducing confusion or delays
Common use cases:
Assigning an Investigator for a non-conformance (NC)
Adding an Approver in a CAPA or audit checklist
Routing tasks to specific department owners for action
4. Technical Workflow
Admin configures the User field in the backend checklist settings.
You can interact with it in the checklist interface.
Your selection:
Updates the checklist in real time
Pushes a conversation note to the My Inbox window
Removing/replacing users updates the checklist and inbox accordingly.
Your ability to interact with the field may depend on:
Whether the field is visible to your role
Whether it is enabled or disabled in the checklist logic
5. Roles and permissions
Role
Permissions
Admin (for context)
Defines who can see/edit the field and whether multiple selections are allowed
Org Member
Select users, replace or remove them if the field is editable, add new users
External Member
Can view the assigned users if the checklist is shared with them
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