Workflow Template: Group Membership Management

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Workflows is a powerful tool that can automate a variety of different domain management tasks. Our Workflows Template articles are designed to help you get started envisioning your own tasks in Workflows, and give you examples of how workflows are currently being utilized by our customers. 

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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