What is rule-based membership?

Managing membership manually can be challenging as your organization grows. Rule-based membership helps you scale by using custom user fields to automate group and site membership. As user details change, membership updates in real time. This reduces manual work and keeps access accurate across the platform, so your team can focus on what matters most.

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Rule-based membership in groups make it easier to manage access at scale. By setting up membership rules based on user fields like team, role, or department, you can automatically keep group membership up to date. This helps reduce manual work, avoid errors, and ensure users always have the correct access based on your organization structure.

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Sites or levels with rule-based membership automatically add or remove users from sites based on rules you define. This removes the need to manually manage site membership as people join, leave, or move across the business. Instead, users are added or removed from sites automatically, based on the user fields you set in the rules.

This makes it easier to maintain accurate site access, especially in large or fast-changing organizations. It also ensures users only view and select the sites relevant to them, improving clarity and reducing noise in the platform.

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