Dynamic groups

Dynamic are user groups that classify users by profile

Dynamic groups automatically categorize users by their profile responses, with membership updated upon any change in their answers.

Here are a few key facts about dynamic user groups:

  • As with all user groups, users can't see that they've been added to a dynamic group, the groups are only visible to administrators.

  • Dynamic groups can only be created from profile questions with multiple choice answers, where users choose from a specific range of answers. .

  • You can't manually add or remove users from dynamic groups, group membership can only be determined by the answer to a profile question.

    Note: If you're using SSO and have mapped fields from your identity provider to dynamic questions, information from this can be used to answer profile questions. Once mapped, these will update automatically if changed internally, providing the the matching field exists on the community.

  • When new users join the community they will automatically be added to the relevant group based on their answers to the profile questions

  • If a users changes their answer to a profile question, their group membership will change.

Creating and removing dynamic groups

To add a set of dynamic groups:

  1. Go to Admin menu > User Management > Manage Users tab.

    On the right hand side of the page, you will see the list of groups already in the community. Underneath any custom user groups that have been added, you will see the Dynamic groups section.

  2. Click Add dynamic groups... to open a pop up window with your options.

    Animation creating a dynamic group from the Department field, the result is 5 groups will be created fro the field

  3. Select the profile question from which you want to create groups

    A message reports how many groups will be created based on that question.

  4. Click Save.

    A message confirms the new groups have been created.

The new groups appear under the Dynamic groups heading. The profile question and answer are shown on each group. Click a each group to see the users in it.

A list of five dynamic groups based on the Department field

Deleting groups

Deleting groups does not remove the users from your community; it only removes the group.

To remove a set of dynamic groups:

  1. Go to Admin menu > User Management > Manage Users tab.

  2. Click Delete located next to the dynamic group name, such as Department in the example above.