How To: Configure Dynamic User Groups

Dynamic User Groups allow admins to take a hands off approach to the onboarding and segmentation of users. This is achieved by using set custom fields, for example, geographical region or business unit. These custom fields will match the data source that is set up in conjunction in order to automatically assign users to user groups. This post covers how to set up and properly configure dynamic user groups.  

Ways of using dynamic user groups with user set up:

When a user is bulk uploaded with a matching attribute associated with their username, they will automatically be assigned to the relevant dynamic user group When a user is manually created, admins can also add the relevant attribute to the user in order to associate them with the correct dynamic user group Through mapping with Single Sign On (SSO)

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