TrailheadGuides & AssignmentsAssignments
CX-01Shared role concept

Role Eligibility Versus Assignment

A person may be able to work as guide, assistant, or both, but every booking team must say which one they are doing now.

Track

Assignments

Phase

Shared role concept

Starts with

Eligible roles recorded

Ends with

One assignment role visible

Use a dual-eligible person to see how capability becomes one explicit assignment role.

Before you start

Person
An active person eligible as guide and assistant
CIS
A draft booking team needing a guide or assistant
Starting state
Eligibility exists but no team role is selected

Run the scenario

  1. 1OperationsTrailhead · Guides

    Confirm the person is eligible for both roles.

    Expected evidence

    Both eligibility options are visible without an assignment.

  2. 2OperationsTrailhead · CIS team editor

    Assign the person to one slot and try using them in the other.

    Expected evidence

    One role is accepted and the second slot is blocked.

  3. 3GuideTrailhead Mobile · Assignment

    Open the saved assignment.

    Expected evidence

    The actual guide or assistant role is explicit.

Scenario completed

One assignment role visible

Team role
Eligible options→One assigned role

If it does not match

  • If the person cannot fill either slot, review active state and eligibility flags.
  • If both slots accept the same person, unique-role enforcement failed.