With dynamic teams, users are automatically added and removed from teams based on their user profile. Saving you time managing teams and ensuring your workers have access to everything they need.
This feature can only be set up by an Organization Admin and is available on both our Enterprise and Enterprise Plus plans.
In this article:
❗ Before you start
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Using the dynamic team builder
To access the builder, go to the Team profile page in admin and click on Dynamic membership rules in the menu.
The rule building page has three sections:
Section 1. Configure Rules
This is where you build your rules.
Section 2. Decide what to do with existing members
This is where you decide what to do with users that are already in your team but don't match the rules.
Section 3. Validate your rules
This is where you can check that the new membership looks as you'd expect before saving your changes.
Configure Rules
This section has two options for setting up dynamic teams: Creating a team with every member of the organization or building specific rules to only add certain users.
Create a team with every single user in it
Click on the Add everyone from Blink toggle. When enabled, you cannot add any other rules to this team. All existing and any future users will be added to this team.
Build rules
You can define rules that look at a user's profile, and when their profile has the Company Name, Job title, Location, Line Manager or Department included in your rule, they are automatically added to the team.
Click on Select property... and select from the drop-down the profile field you want to use. You can only select one but can add more later.
Once you've selected the property a new box will appear where you can select values. Click on this box and select as many values you want to include in your rule.
In this example, if we were to select Accounts and Design, then anyone from Accounts or Design would be added to the team, but users from Business Development or Customer Success would not be added.With our departments selected, we can now add a second property to further narrow down the users that will be added to this team. Click on ADD
Once you click on Add, a new line will appear as shown below:
Note AND, written before the property selector. This that the users in your team will have to be in either the Design or Accounts department AND match the properties and value you set on this row.
Follow the same steps as we've just been through, starting by selecting your property and then the values for that property.
In this example, any user in my organization who is in either the Design or Accounts department and is located in Australia would be added to this team.
You can go on to add a row for each property as shown here
In this example, any user who is in the Design or Accounts department, located in Sydney and working for Super Smashing Ltd with the job title Account Director would be added to the team. If one or more of those values was not on their profile, they would not be added.
So, a member of the design department, located in Australia working for Super Smashing Ltd whose job title was Designer would not be added.
Decide what to do with existing members
Next, you need to decide what to do with your existing users. This step must be completed before you finish and save your changes.
There are two options: keep existing members or remove anyone that doesn't match your new rules.
Keep existing members in the Team | Remove anyone that doesn't match the rules |
Any existing members that do not match the most recent rules will become permanent members. | If a user who is currently in the team no longer matches the rules you've set, they will be removed immediately. |
Validate your rules
Lastly, you can see who will be added and removed from your team based on your new rules. If everything looks correct click "Update Members". You'll be shown a confirmation pop-up