Automatic Membership Management
Last updated
Last updated
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.
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.
Navigate to the Automation setting from the dropdown menu in Groups/Projects/Departments. Toggle Enable automatic membership management to the ON position.
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.
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.
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
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.
No notifications or emails are sent when users are added or removed.
Click Save to apply the rule. Click Save & Run Now to immediately process the current user base.
