Changing the Members of a Group

You can change the members of a group manually if is a Static Group, or set the conditions fro membership of a Dynamic Group.

For Static Groups:

  1. From the Gear wheel gear_wheel.PNG select Users & System Administration
  2. Under User Administration, select Groups (or Roles).
  3. Click a department name on the left to display its users in the middle column.
    • To add users to the group, select one or more users in the department and click Add.
    • To view users who are not yet assigned to any department, click Unassigned Users.
    • To remove users from the group, select one or more users in the group and click Remove.
  4. Click Save.
For Dynamic Groups:
 
Use the Edit Membership Conditions page to set up the conditions that will cause the system to automatically add or remove members in the group you are editing.
For example, you can form a group that will consist of users with a certain job title or users hired after a specific date. The members will be added according to their job titles, hire date, or other attributes.
 
Setting Basic Conditions:
 
The simplest way to set group membership conditions is to use the Basic tab.
  1. Select the Basic tab.
  2. From the Conditions list, select an item, such as Hire Date.
    The parameter lists change according to the item you select.
  3. Select appropriate parameters, such as Equal to and a calendar date.
    If you select Employee ID, when you enter a value click the + next to the value to register it.
    • Click Add to add another condition.
    • Click Remove to remove a condition.
  4. If you add more than one condition, select whether all or any conditions must be met to satisfy the condition and add a user to this group.
    • All means every condition you add must be satisfied to add a user.
    • Any means only one condition must be satisfied to add a user.
  5. Click Save. 

Setting Advanced Conditions:

  1. Select the Advanced tab to create your own condition expressions. 
  2. You can set conditions based on user information such as login names and department membership.
  3. To view examples of condition expressions, set conditions in the Basic tab, then view the code that was created for them in the Advanced tab. 
  4. For more on how to format expressions and to view a list of valid operators, see Dynamic group sampling conditions.
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