Use Case: Group Membership Management

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In this article, you'll find outlines of a few use cases regarding the management of group memberships, and the workflow templates you can use to achieve these results.

Group Membership Management


I organize my org units by department (Accounting, Sales, Support, etc.). Every user in a department should be a member of a certain set of groups. For example, users in the Product org unit should be members of the Atlanta, Engineering, and Product groups.

  • When any user is added to the Product Team org unit, add them to the Atlanta, Product, and Engineering groups.


Likewise, when someone changes departments, I want to make sure they’re removed from their previous department’s groups.

  • When any user is placed in the root org unit, remove them from the Atlanta, Product, and Engineering groups.


I have a separate org unit for my company’s managers. When I add a user to the manager org unit, I want them added to the same set of groups, but also given the role of “Manager” in the groups.

  • When any user is added to the Managers org unit, add them to the Atlanta, Product, and Engineering groups, and make them managers in those groups.

 

 
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