Manage the User Group Membership

Select the users you want to include or exclude manually or automatically.

Note: If the More Security Around Data Access Management feature is enabled, administrators will need the Super Admin permission or the Access To All Data profile additional capability to perform this task.

To manage your user groups in a project, click Security > User Groups on the navigation bar.

  1. Select a user group in the User Groups list.
  2. Click the Users tab.

  3. 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.

    1. Click Edit on the right side of the Dynamic Users area.
    2. In the Filter picker, select the attribute values that define the population for the user group.
    3. Click Apply.

      Result: The filter is applied and users are automatically added to the user group. 
    Manually select specific users to include or exclude
    1. Click Manually Manage Users in the upper-right corner of the Users in this user group list.
    2. In the Manually Manage Users dialog, type a name or username.
    3. Choose whether to always include or always exclude user.
      These settings will override the dynamic membership criteria for the user group.
    4. Click Add.
    5. 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.