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Create and edit dynamic groups

Learn how to create and edit dynamic groups via the web app.

Esta función se encuentra actualmente en Acceso temprano. Si le interesa, contacte con nuestro equipo de soporte técnico o con su gerente de éxito del cliente para verificar si su organización es elegible.

Qué necesitará

You can only have up to 2,000 users in a dynamic group.

Create a dynamic group

  1. Log in to the web app.

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

  3. Click Icono PlusCrear grupo on the upper-right corner of the page.

  4. In the pop-up window, toggle "Create rules for easier group membership" on.

  5. Enter the group name and set up rules. You can only have up to 5 rules per dynamic group.

  6. Click Siguiente.

  7. A summary of users who match the rules will be displayed. Click Crear grupo.

Converting an existing normal group to a dynamic group, or vice versa, isn't currently supported.

Edit a dynamic group

  1. Log in to the web app.

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

  3. Click the dynamic group you want to edit.

  4. In the "Users" tab, click Icono del lápiz to add, edit, or delete rules.

  5. Select Detalles to edit the following fields:

    • Group name: Click Icono del lápizEditar in the "Name" section, enter the group name, and click Guardar y aplicar.

    • Group description: Click Icono del lápizEditar in the "Description" section, enter the group description, and click Guardar y aplicar.

Preguntas frecuentes

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.

There's no user field when creating a dynamic group via the web app.

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