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Create and edit dynamic groups

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

Cette fonctionnalité est actuellement en Accès anticipé. Si vous êtes intéressé, veuillez contacter notre équipe de support technique client ou votre responsable de la réussite client pour vérifier si votre organisation est éligible.

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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 Groupes.

  3. Click Icône plusCréer un groupe 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 Suivant.

  7. A summary of users who match the rules will be displayed. Click Créer un groupe.

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 Groupes.

  3. Click the dynamic group you want to edit.

  4. In the "Users" tab, click Icône de crayon to add, edit, or delete rules.

  5. Select Détails to edit the following fields:

    • Group name: Click Icône de crayonModifier in the "Name" section, enter the group name, and click Enregistrer et appliquer.

    • Group description: Click Icône de crayonModifier in the "Description" section, enter the group description, and click Enregistrer et appliquer.

FAQ

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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