🆕Site Member Automation
Last updated
Last updated
Site member automations offer a rule-based solution for efficiently managing site admins across hierarchical levels.
To configure automation for managing site admins, click on Automation from the 3-dot action menu to open a pop-up menu.
The Rule tab allows admins to enable or disable the automation feature, configure trigger frequencies, and set user conditions. Once enabled, the automation can be set to trigger at intervals of 24 hours, 8 hours (default), or 4 hours.
Admins can specify up to 10 conditions using logical operators. Conditions within the same field use OR logic, while those across different fields use AND logic.
The action for automation is static, ensuring users matching the criteria are added to the site, while those no longer meeting the criteria are removed.
Manual additions remain unaffected by the automation.
Users added through automation will be clearly labeled as Added via automation beneath their username.
These users can be removed manually or via automation if they no longer satisfy the defined criteria, while manual additions remain unaffected.
For optimal performance, we recommend limiting to a maximum of 100 active automations at a time, with up to 10 rules each. This will ensure synchronization takes no longer than 10 minutes to complete.
The Run Logs tab contains comprehensive logs, detailing every automated or manual synchronization event. The logs display the date and time of the trigger, the number of users added, and the number removed, all sortable by column.
Manual sync entries also show the username of the initiator for better transparency.
Each site can have its own automation rule, and these rules apply exclusively at the site level.
Automations do not impact parent-child site hierarchies; i.e. users added to a parent site are not automatically added to child sites.
Guest users are excluded from automation altogether.
Additionally, admins can initiate a manual synchronization by clicking the Save & Run Now button, which triggers immediate updates without altering scheduled automation runs. This ensures that both manual and automated processes coexist seamlessly.
