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
API Endpoints
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 |
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"]
}
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.
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
}
