Manage the User Group Membership
Select the users you want to include or exclude manually or automatically.
Note:
Tip: You can create user group alerts to notify you and fail data versions when a change in user group membership occurs. This can help you catch unwanted changes to user groups. For more information, see Create or Configure a User Group Alert.
To manage your user groups in a project, click Security > User Groups on the navigation bar.
- Select a user group in the User Groups list.
- Click the Users tab.
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To manage the membership of the user group, do one of the following:
Option Do this Automatically add users by defining the membership criteria Caution: Enabling dynamic user groups will allow uploaded data to determine the permissions that are assigned to users.
- Click Edit on the right side of the Dynamic Users area.
- In the Filter picker, select the attribute values that define the population for the user group.
- Click Apply.
Result: The filter is applied and users are automatically added to the user group.
Manually select specific users to include or exclude - Click Manually Manage Users in the upper-right corner of the Users in this user group list.
- In the Manually Manage Users dialog, type a name or username.
- Choose whether to always include or always exclude user.
These settings will override the dynamic membership criteria for the user group. - Click Add.
- When finished, click Done.
Include all users Turn on the Include all users toggle in the upper-right corner of the Users in this user group list. This setting automatically adds all users, including future users and disabled users, to the user group. Note: You can manually exclude users from this list. For more information, see "Manually select specific users to include or exclude" above.