With automated user group assignments, you can keep user groups up to date without manual effort. Users are automatically assigned based on their profile attributes.

Who can use this feature?

Admins with access to the Admin Console who are the owner of at least one user group.

How to set up User Group Rules

1. Open Admin Console → User Management → User Groups
2. Select a user group
3. Open the Rules tab
4. Click + Rule to create a new rule

You can set up to 5 rules per user group.

Each rule can contain up to 5 conditions.

How rules work

Each rule assigns users either the Member or Owner role.

The assignment type always applies to the entire rule.

Each condition consists of:

• Attribute – based on your configured user attributes
• Values (max. 10 per condition) – including an indicator showing how many users currently have this value
• Logic:
  • Conditions are combined with AND (users must meet all conditions)
  • Values within a condition are combined with OR (“any of”)

Example:

If Team is any of Marketing OR Sales AND Location is any of Berlin OR Munich, then assign users as Member.

Manual assignments and rule behavior

You can still manually add users to a group as long as they are not covered by a rule.

Important:

• If a group has no rules, all assignments are managed manually.
• As soon as you create a rule, and this rule matches a user’s attribute values, that user’s assignment is automatically managed by the rule.
• Once a user is managed by a rule, the assignment is no longer manual. Any changes to the user’s attributes will automatically update the group membership.

In short:

Manual assignments are only possible for users who are not covered by any rule.

Users who fall under a rule are automatically kept in sync.

Saving and updating

After creating or editing rules, you must click Save.

Depending on the number of affected users, it may take up to one minute for the changes to appear under the Users tab.