Options for Assigning Members to Custom Access Groups

You can assign users to a custom access group when you create the group or you can add members later. You can't assign users to system access groups. You can add members to a custom access group in these ways:

• Manually add members to a group on the Edit Access Group: Overview page. This option is useful if you only need to add a few users to a group on an ad-hoc basis.

• Create access group membership rules. Users who meet the conditions specified in the rule are automatically added to a group. Using group membership rules, you can add a large number of users to a group at once and simplify the process of maintaining the group's membership in the future. Users are added or removed from the group automatically depending on whether or not they meet the rule conditions.

• Assign users to groups using the standard import and export functionality. If you have large numbers of users to assign to one or more access groups on a one-off basis, you can import users and groups.

You can assign a user to one or more access groups and the user will have the data access permissions assigned to each group.

Member Types

Access group members are categorized into member types according to how they're added to an access group:

• Manual members

  Users who are added to the group manually, either through the UI or through file import

• Rule members

  Users who are added to the group through rule processing

You can delete access group members on the Edit Access Group: Overview page if they were added to the group manually. Group members added through rule processing can't be manually removed from a group; they're only removed from a group if they no longer meet the rule conditions.

If a user is added to an access group more than once, manually and through group membership rule processing, the user is listed twice on the Edit Access Group: Overview page. You can delete the manual entry for the user but the user remains a group member provided they still satisfy the access group membership rule conditions.

For information about creating access group membership rules, see Create Access Group Membership Rules. For information about importing access groups and members, start with Overview of Importing and Exporting Access Group Objects.