- Administration
- Gestion des sites
- Gérez l'adhésion au site via des règles
Gérez l'adhésion au site via des règles
Découvrez comment ajouter ou supprimer automatiquement des membres du site à l'aide des règles d'adhésion via l'application Web.Veuillez noter que cette fonctionnalité est actuellement en Accès anticipé. Si vous êtes intéressé, veuillez contacter votre responsable clientèle pour vérifier si votre organisation est éligible.
Que signifie gérer automatiquement l'adhésion au site via des règles ?
La gestion des adhésions à un site à grande échelle peut s'avérer difficile, en particulier lorsque vous ajoutez ou supprimez de grands nombres d'utilisateurs. L'adhésion automatique au site simplifie le processus en mettant automatiquement à jour l'adhésion au site en fonction des règles que vous définissez en utilisant les champs d'utilisateur. Au fur et à mesure que les détails de l'utilisateur changent, comme son site ou son titre de poste, ils sont ajoutés ou supprimés en tant que membres des bons sites. Cela garantit que les équipes obtiennent le bon accès en fonction de leur rôle ou de leur position, sans dépendre de mises à jour manuelles.
Available rules and operations
You can set up membership using different rules and operations depending on the user field's data type.
Rule logic
The rule logic defines how rules are evaluated together, either requiring all rules to match or allowing any matching rule to apply. Please note that only one combinator can be used to evaluate multiple rules at a time.
Combinator | Description | Example |
|---|---|---|
| All rules must be true for a user to be added. | If "Start date" is after Jan 1, 2024; If "Manager" is People Manager; and If "Shirt size" is Large; Only users who match all three of those rules will be added. |
| A user only needs to match one or more of the rules to be added. | If "Start date" is after Jan 1, 2024; If "Manager" is People Manager; and If "Shirt size" is Large; Any user who matches at least one of those rules will be added. |
Text
You can add up to 250 values per rule.
Operator | Description | Example |
|---|---|---|
| Matches if the user field is exactly the value you specify. | If Job role is "Customer Support", only users with that exact job role will be added. |
| Matches if the user field is anything except the value you specify. | If Job role is not "Customer Support", all users with a different job role will be added. |
| Matches if the user field includes the value you specify. | If Job role contains "Customer", users with roles like "Customer Support" and "Customer Success" will be added. |
| Matches if the user field doesn't include the value you specify. | If Job role doesn't contain "Customer", users whose job role doesn’t include "Customer" will be added. |
Values entered for the “Text” data type are case-sensitive.
Date
You can only select one value per rule.
Operator | Description | Example |
|---|---|---|
| Matches if the user field is before the value you specify. | For example, if Hire date is before "January 1, 2024", users hired before that date will be added. |
| Matches if the user field is after the value you specify. | For example, if Hire date is after "January 1, 2024", users hired after that date will be added. |
| Matches if the user field is exactly the value you specify. | For example, if Hire date is exactly "January 1, 2024", users hired on that date will be added. |
| Matches if the user field is anything except the value you specify. | For example, if Hire date is not "January 1, 2024", users hired on any other date will be added. |
User
You can select up to 250 values per rule.
Operator | Description | Example |
|---|---|---|
| Matches if the user field is exactly the value you specify. | For example, if Manager is "John Doe", users with that exact manager will be added. |
| Matches if the user field is anything except the value you specify. | For example, if Manager is not "John Doe", users with any other manager will be added. |
Multiple choice
You can select up to 250 values per rule.
Operator | Description | Example |
|---|---|---|
| Matches if the user field is exactly or one of the values you specify. | For example, if Shirt size is "Small" and "Medium", users with "Large" won't be added. |
| Matches if the user field is anything except the value(s) you specify. | For example, if Shirt size is "Large", users with other sizes will be added. |
Vous pouvez ajouter jusqu'à 2000 utilisateurs pour les sites dont l'adhésion est basée sur des règles.
Ajoutez ou supprimez des responsables de site via des règles
Click your organization name on the lower-left corner of the page and select Sites.
Click the name of the site or level.
Select the Membres tab and click
Ajouter des utilisateurs au site on the right-hand side.If your site has existing members, you need to remove them before you can add users using membership rules.
Click
Ajouter via des règlesIn the pop-up window, set up the membership rules. You can only have up to 5 rules per site.
Click Suivant.
A summary of users who match the rules will be displayed. Click Enregistrer.
Once membership rules are created, adding or removing site members can only be managed by editing the rules. Managing site members manually isn't currently supported.
Gérez les règles d'adhésion au site
Click your organization name on the lower-left corner of the page and select Sites.
Click the name of the site or level.
In the "Conditional rules applied" section, click
to manage the rules accordingly:
To add a new rule: Click
Add condition in the lower-left of the section. You can add up to 5 rules to define the conditions for your dynamic group.To edit an existing rule: Select the rule logic, user fields, operators, and values from the dropdowns to edit existing rules.
To delete a rule: Click
on the right-hand side to delete a rule.
Click Enregistrer.
In the pop-up window, click Enregistrer et appliquer.
Archiving user fields used in sites or levels will void all rules set up. Restoring a user field won't convert the site back to using membership rules, and you'll need to set them up again.
FAQ
No, it's currently not possible to manually add or remove site members when you have membership rules set up.
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