Zuletzt aktualisiert:

Standort-Mitgliedschaft mithilfe von Regeln verwalten

Erfahren Sie, wie Sie mithilfe von Mitgliedschaftsregeln über die Web-App automatisch Mitglieder hinzufügen oder entfernen können.

Was bedeutet es, Nutzer automatisch mithilfe von Regeln zu verwalten?

Die Verwaltung der Standort-Mitgliedschaft in großem Umfang kann eine Herausforderung darstellen, insbesondere wenn Sie eine große Anzahl von Benutzern hinzufügen oder entfernen. Die automatische Standort-Mitgliedschaft vereinfacht den Prozess, indem die Standort-Mitgliedschaft basierend auf den Regeln, die Sie mit Nutzerfeldern festgelegt haben, automatisch aktualisiert wird. Wenn sich Nutzerdetails ändern, z. B. ihr Standort oder ihre Berufsbezeichnung, werden sie als Mitglieder von den richtigen Standorten hinzugefügt oder entfernt. Dies stellt sicher, dass die Teams den richtigen Zugriff haben, basierend auf ihrer Rolle oder ihrem Standort, ohne sich auf manuelle Aktualisierungen verlassen zu müssen.

Available rules and operations

You can set up membership using different rules and operations depending on the user field's data type.

Rule logic

The rule logic defines how rules are evaluated together, either requiring all rules to match or allowing any matching rule to apply. Please note that only one combinator can be used to evaluate multiple rules at a time.

Combinator

Description

Example

and

All rules must be true for a user to be added.

If "Start date" is after Jan 1, 2024;

If "Manager" is People Manager; and

If "Shirt size" is Large;

Only users who match all three of those rules will be added.

or

A user only needs to match one or more of the rules to be added.

If "Start date" is after Jan 1, 2024;

If "Manager" is People Manager; and

If "Shirt size" is Large;

Any user who matches at least one of those rules will be added.

Text

You can add up to 250 values per rule.

Operator

Description

Example

is

Matches if the user field is exactly the value you specify.

If Job role is "Customer Support", only users with that exact job role will be added.

is not

Matches if the user field is anything except the value you specify.

If Job role is not "Customer Support", all users with a different job role will be added.

contains

Matches if the user field includes the value you specify.

If Job role contains "Customer", users with roles like "Customer Support" and "Customer Success" will be added.

does not contain

Matches if the user field doesn't include the value you specify.

If Job role doesn't contain "Customer", users whose job role doesn’t include "Customer" will be added.

Bitte beachten Sie, dass bei den für den Datentyp „Text“ hinzugefügten Details zwischen Groß- und Kleinschreibung unterschieden wird.

Date

You can only select one value per rule.

Operator

Description

Example

before

Matches if the user field is before the value you specify.

For example, if Hire date is before "January 1, 2024", users hired before that date will be added.

after

Matches if the user field is after the value you specify.

For example, if Hire date is after "January 1, 2024", users hired after that date will be added.

is

Matches if the user field is exactly the value you specify.

For example, if Hire date is exactly "January 1, 2024", users hired on that date will be added.

is not

Matches if the user field is anything except the value you specify.

For example, if Hire date is not "January 1, 2024", users hired on any other date will be added.

User

You can select up to 250 values per rule.

Operator

Description

Example

is

Matches if the user field is exactly the value you specify.

For example, if Manager is "John Doe", users with that exact manager will be added.

is not

Matches if the user field is anything except the value you specify.

For example, if Manager is not "John Doe", users with any other manager will be added.

Multiple choice

You can select up to 250 values per rule.

Operator

Description

Example

is

Matches if the user field is exactly or one of the values you specify.

For example, if Shirt size is "Small" and "Medium", users with "Large" won't be added.

is not

Matches if the user field is anything except the value(s) you specify.

For example, if Shirt size is "Large", users with other sizes will be added.

Sie können bis zu 2.000 Nutzer für Standorte mit regelbasierter Mitgliedschaft hinzufügen.

Standort-Mitglieder mithilfe von Regeln hinzufügen oder entfernen

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Standorte.

  3. Click the name of the site or level.

  4. Select the Mitglieder tab and click Plus-SymbolNutzer zu Standort hinzufügen on the right-hand side.

    • If your site has existing members, you need to remove them before you can add users using membership rules.

  5. Click Premium iconMithilfe von Regeln hinzufügen

  6. In the pop-up window, set up the membership rules. You can only have up to 5 rules per site.

  7. Click Weiter.

  8. A summary of users who match the rules will be displayed. Click Speichern.

Once membership rules are created, adding or removing site members can only be managed by editing the rules. Managing site members manually isn't currently supported.

Manage site membership rules

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Standorte.

  3. Click the name of the site or level.

  4. In the "Conditional rules applied" section, click Edit (underline) icon to manage the rules accordingly: Manage site membership rules via the web app.

    • To add a new rule: Click Plus-SymbolBedingung hinzufügen in the lower-left of the section. You can add up to 5 rules to define the conditions for your dynamic group.

    • To edit an existing rule: Select the rule logic, user fields, operators, and values from the dropdowns to edit existing rules.

    • To delete a rule: Click Cross/close/clear icon on the right-hand side to delete a rule.

  5. Click Speichern.

  6. In the pop-up window, click Speichern und anwenden.

Archiving user fields used in sites or levels will void all rules set up. Restoring a user field won't convert the site back to using membership rules, and you'll need to set them up again.

Häufig gestellte Fragen

No, it's currently not possible to manually add or remove site members when you have membership rules set up.

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