Create a Group and Automatically Include Members

There are two ways to set up a new Group's enrollments. You can create a Group that uses Automatic Membership Properties to select users or you can create a group that uses Manual enrollments. This article walks you through how to create a Group that uses Automatic Membership Properties.

Go to the Groups page

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  • Click Groups.

 

Go to the Create a New Group screen

  • Click the Create New Group button in the top right corner.

 

Create Group name, type, add filters and save changes

Fill in Group name, Summary, and check the box next to "Automatically find users who should join this group." The filtering columns will automatically appear.

You can choose any number of filtering columns to make the group as specific or as broad as you need. You will see many options in the dropdown menu. Simply click the "+" button at the end of the row to add another filtering column. Click the "-" button to delete a row.

Note: Use the "Add Union" button to function as an "or" rather than as an "and" like the plus sign does.

In the above example, the group "Texas and California Active Employees" is set to automatically enroll any User who is active in the states of Texas or California.

  • Click the Create button.

 

Optional: View Group Members

  • Click the Members tab at the top of the page.

You will now see a list of the members who were automatically pulled according to the criteria you set.

 

Click HERE for the Groups Overview.

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