{"id":444578,"date":"2026-06-28T23:17:56","date_gmt":"2026-06-28T21:17:56","guid":{"rendered":"https:\/\/www.kafinea.com\/documentation\/uncategorized\/secure-assignments-using-a-people-list\/"},"modified":"2026-06-28T23:17:56","modified_gmt":"2026-06-28T21:17:56","password":"","slug":"secure-assignments-using-a-people-list","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/en\/help\/project-management\/secure-assignments-using-a-people-list\/","title":{"rendered":"Secure assignments using a people list"},"content":{"rendered":"<blockquote>\n<p>This page is intended for <strong>administrators and managers<\/strong> who prepare<br \/>\nassignments. For the field-side view, see<br \/>\n<a href=\"https:\/\/www.kafinea.com\/en\/documentation\/project-management\/the-responder-area-view-and-accept-my-assignments\/\">The responder space<\/a>.<\/p>\n<\/blockquote>\n<h2>Objective<\/h2>\n<p>When you mobilize many responders, you want <strong>each<br \/>\nassignment to be visible only to the right people<\/strong>: those in the right<br \/>\ngeographic area, with the right qualifications, or meeting any other criterion.<br \/>\nThat is the role of <strong>people lists<\/strong>.<\/p>\n<p>The principle is simple: you link a <strong>people list<\/strong> to an<br \/>\nassignment. Only people who meet the criteria of this list will see<br \/>\nthe assignment in their space and will be able to sign up for it. Each assignment can<br \/>\nbe linked to a different list.  <\/p>\n<h2>Step 1 \u2013 Describe your responders<\/h2>\n<p>Enter your responders in the <strong>People<\/strong> module, with the fields you will<br \/>\nuse to segment them: geographic area, skills, availability,<br \/>\nstatus\u2026 The more precise your segmentation criteria are, the more relevant your lists will be.\n<\/p>\n<h2>Step 2 \u2013 Create people lists<\/h2>\n<p>In the <strong>People<\/strong> module, create <strong>lists<\/strong> (filtered views) that match<br \/>\nyour needs, for example:<\/p>\n<ul>\n<li>a &#8220;Responders \u2013 North zone&#8221; list;<\/li>\n<li>a &#8220;Inventory-qualified responders&#8221; list;<\/li>\n<li>a &#8220;Available on weekends&#8221; list.<\/li>\n<\/ul>\n<p>A list is defined by <strong>criteria<\/strong>: anyone who meets these<br \/>\ncriteria is automatically included in the list, with no manual management.<\/p>\n<blockquote>\n<p>To open an assignment to <strong>everyone<\/strong>, simply link it to a<br \/>\nlist that contains all people.<\/p>\n<\/blockquote>\n<h2>Step 3 \u2013 Link a list to an assignment<\/h2>\n<p>On the <strong>project task<\/strong> (the assignment), choose the <strong>authorized people<br \/>\nlist<\/strong> and indicate that the assignment <strong>accepts sign-ups from<br \/>\nthe responder space<\/strong>. Specify the desired number of <strong>slots<\/strong>. <\/p>\n<p>From there:<\/p>\n<ul>\n<li>only people on the list can see the assignment;<\/li>\n<li>they can sign up as long as slots remain;<\/li>\n<li>other people see <strong>nothing<\/strong> about this assignment.<\/li>\n<\/ul>\n<blockquote class=\"bq-important\">\n<p><strong>Important<\/strong>: an assignment <strong>without a list<\/strong> is visible to no one. This is<br \/>\nintentional: as long as you have not designated who can see an assignment,<br \/>\nit remains closed. <\/p>\n<\/blockquote>\n<h2>Real security, not just a display filter<\/h2>\n<p>The people list is not just a display filter: authorization is<br \/>\n<strong>rechecked at every sign-up and every cancellation<\/strong>. A person therefore cannot<br \/>\nbypass the rule to sign up for an assignment that is not open to them.\n <\/p>\n<h2>Notify the relevant people<\/h2>\n<p>When an assignment is opened, Kafinea can <strong>notify by email<\/strong> the<br \/>\npeople on the authorized list so they sign up quickly, which is<br \/>\nuseful when you need to staff an assignment urgently.<\/p>\n<h2>Handle the load<\/h2>\n<p>This mechanism is designed for <strong>high volumes<\/strong>: thousands of responders and<br \/>\nassignments, with <strong>sign-up spikes<\/strong> when many people log in<br \/>\nat the same time. Lists remain <strong>smooth to browse<\/strong> even at large<br \/>\nscale, and slots are allocated <strong>without overbooking<\/strong>. <\/p>\n<h2>See also<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-de-projet\/les-taches-de-projet\/\">Project tasks<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/en\/documentation\/project-management\/the-responder-area-view-and-accept-my-assignments\/\">The responder space<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/en\/documentation\/business-guides\/mobilizing-thousands-of-field-workers-at-scale\/\">Mobilize field responders at scale<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This page is intended for administrators and managers who prepare assignments. For the field-side view, see The responder space. Objective When you mobilize many responders, you want each assignment to be visible only to the right people: those in the right geographic area, with the right qualifications, or meeting any other criterion. That is the&#8230;<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[804],"doc_tag":[],"class_list":["post-444578","docs","type-docs","status-publish","hentry","doc_category-project-management"],"year_month":"2026-08","word_count":438,"total_views":"3","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"David Valminos","author_nicename":"david","author_url":"https:\/\/www.kafinea.com\/en\/author\/david\/"},"doc_category_info":[{"term_name":"Project management","term_url":"https:\/\/www.kafinea.com\/en\/help\/project-management\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Help - Secure assignments using a people list &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/en\/help\/project-management\/secure-assignments-using-a-people-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Help - Secure assignments using a people list &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"This page is intended for administrators and managers who prepare assignments. 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