# Automatic Membership Management

### Overview

Automated membership management allows admins to dynamically control access based on predefined conditions. This feature ensures that users are automatically added or removed from a group, project, or department based on their role, location, or other filters. These rules can also extend to automatically granting or revoking **team admin privileges** for users within the space.

<figure><img src="/files/dWUfB49sofX9ylpEPuGZ" alt="" width="563"><figcaption></figcaption></figure>

By enabling automatic membership management, the system periodically evaluates users against predefined conditions and updates space membership accordingly. If a user meets the criteria, they are added to the workspace or department; if they no longer meet the criteria, they are removed.

{% hint style="danger" %}
Admin privileges will **only** be removed for the specific workspace or department. These rules **do not** affect a user's network admin permissions.
{% endhint %}

Additionally, this feature supports **automation for Projects, Groups, and Departments** to automatically grant or revoke **team admin permissions** based on the configured automation rules.\
**Admin > Automation > Rule**

Automation rules are evaluated against team members who meet the defined criteria.

**Run logs** have been include the number of users who were **granted or revoked** team admin permissions in each automation cycle.

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### Configuring the Automation

#### Enable Automation

Navigate to the **Automation** setting from the dropdown menu in **Groups/Projects/Departments**. Toggle **Enable automatic membership management** to the **ON** position.

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#### Set the Trigger Frequency

Define how often the automation should run by selecting a time interval under the **Trigger** section. Options may include every 8 hours, daily, weekly, etc.

Changes occur automatically at the defined trigger intervals.

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#### Define Membership Conditions

Under the **Condition** section, specify the criteria for workspace or department membership.

Users can be filtered based on attributes such as: **Admin Role**, **Location**, **Date of Joining**, **Organization**, **etc.**

Use the **+ Add another condition** option to add more criteria.

The system allows for **OR** conditions, meaning users who meet at least one of the specified conditions will be included.

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#### Include Guest Users (Optional, Groups and Projects Only)

Toggle **Include Guest Users** ON to enable automatic workspace membership management of all guest users in the domain. Guest users in the domain **must still satisfy** the above conditions to be automatically added to the team

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#### Set Membership Actions

Users meeting the defined conditions are **automatically added** to the workspace or department. If a user no longer meets the criteria, they are **automatically removed**. **Manually added users will not be removed** by this automation.

If team admin privileges are included in the automation, they will be **automatically granted or revoked** based on whether users meet the conditions.

**Manually assigned team admin rights remain unaffected.**

No notifications or emails are sent when users are added or removed.

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#### Save and Execute

Click **Save** to apply the rule. Click **Save & Run Now** to immediately process the current user base.


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