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Crear y editar grupos dinámicos

Learn how to create and edit membership rules in 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 group with membership rules.

Create membership rules in a 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 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 group with membership rules, or vice versa, isn't currently supported.

Editar un grupo

  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 group with membership rules 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 from groups with membership rules isn't supported. When you have rules set up, membership can only be managed by updating the group's rules or editing user field details.

If you can't create rule-based groups, you need to create at least one user field in your organization, which requires Permiso de "Administración de plataformas: Usuarios".

An example of when no user fields are available when creating a group with membership rules via the web app.

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