- Administration
- Group management
- Create and edit dynamic groups
Create and edit dynamic groups
Learn how to create and edit dynamic groups via the web app.
This feature is currently in Early Access. If you're interested, please contact our customer support team or your customer success manager to check if your organization is eligible.
What you'll need
You can only have up to 2,000 users in a dynamic group.
Create a dynamic group
Click your organization name on the lower-left corner of the page and select Groups.
Click
Create group on the upper-right corner of the page.In the pop-up window, toggle "Create rules for easier group membership" on.
Enter the group name and set up rules. You can only have up to 5 rules per dynamic group.
Click Next.
A summary of users who match the rules will be displayed. Click Create group.
Converting an existing normal group to a dynamic group, or vice versa, isn't currently supported.
Edit a dynamic group
Click your organization name on the lower-left corner of the page and select Groups.
Click the dynamic group you want to edit.
In the "Users" tab, click
to add, edit, or delete rules.Select Details to edit the following fields:
Group name: Click
Edit in the "Name" section, enter the group name, and click Save and apply.Group description: Click
Edit in the "Description" section, enter the group description, and click Save and apply.
Frequently asked questions
Manually adding or removing users in dynamic groups isn't supported. Dynamic group membership is managed by updating the group's rules or editing user field details.
If you can't create dynamic groups, you need to create at least one user field in your organization, which requires "Platform management: Users" permission.
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