This post covers how to set up and properly configure Dynamic User Groups.
Dynamic User Groups allow Admins to take a hands off approach to the onboarding and segmentation of users. This is achieved by using set custom fields, for example, geographical region or business unit. These custom fields will match the data source that is set up in conjunction in order to automatically assign users to user groups.
Ways of using dynamic user groups with user set up:
- When a user is bulk uploaded with a matching attribute associated with their username, they will automatically be assigned to the relevant dynamic user group
- When a user is manually created, Admins can also add the relevant attribute to the user in order to associate them with the correct dynamic user group
- Through mapping with Single Sign On (SSO)
The first step of dynamic user groups set up is as follows:
Custom fields must first be set up before the dynamic user groups themselves can be set up. Users can be segmented based on the criteria the Admin adds as custom fields. This can be anything from region, job title, territory etc.
The criteria that Admins want to segment users by, must be added as a custom field within ‘App Settings’ before it can be configured on a group level. This is found under the 'More' tab and 'user custom fields'. When creating dynamic user groups, the attribute must match exactly in the custom field and the bulk upload or through SSO mapping.
- Field labels only allow letters, numbers, spaces, dashes and underscores.
- Field labels can be edited after creation.
- Field names are auto-generated from field labels.
- Once saved, Field names cannot be changed, but Admins can always add new ones.
Custom fields will not show up in reporting
Once custom fields have been configured in ‘app settings’, setting up a dynamic user group is done via the ‘user groups’ page where Admins can create new user groups. Admins need to select the option of assigning this user group as a dynamic user group.
Admins can set up the conditions for the dynamic user group by selecting one of the dropdown options in custom field rules. The inputted attribute is case-sensitive e.g. Engineer vs. engineer. The maximum number of conditions is the total number of custom fields configured.
-The conjunction between conditions is “AND”, in the example to the right the user will have to be an Engineer and in RnD.
-The conjunction between values in the same condition is “OR”, in the example to the right the user will have to an Engineer or a Tester
In the examples below, the following will apply:
- A learner with Job Title as ‘Engineer’ and department as ‘RnD’ will match the conditions
- A learner with Job Title as ‘Engineer’ and department as ‘Consulting’ will not match the conditions
Once the learner first logs in through SSO and the attributes are matched, they will automatically fall into the correct dynamic user group. If you want to change their dynamic user group, this will need to be doing in your active directory system, then the change will be implemented when the user logs out and in again.
Custom fields for a user can be updated in the user’s detail page. Admins can assign a title to the custom field on this page e.g. Job Title field name can be updated for a learner to ’Systems Manager’. Remember – the attribute fields are case-sensitive.
The custom fields can also be updated via the bulk upload option on the ‘create & invite users’ page. The columns will need to follow the same layout as stated in the bulk upload instructions and then custom fields can be added on the CSV. The column header for the custom field should match the field name exactly from the ‘App Setting’ page. Once this has been uploaded, the users will be assigned as per the information in the CSV. Remember – the attribute fields are case-sensitive.
If there has been integration between EdApp and your company’s system e.g. Active Directory, OKTA or Azure, then learners can sign in to EdApp via SSO. The learner’s attributes will be retrieved from the SSO provider and will be automatically mapped according to the set custom fields. If you are interested in setting up SSO and dynamic user groups then please talk to your Client Success Manager or email us on firstname.lastname@example.org to discuss this with a member of our Business Development team.