Dynamic Profile Attribute Assignment Rules

Owned by IT Info
Sept 25, 2023

The dynamic profile attribute assignment rules enable or disable dynamic profile attributes, which you can assign to one or more groups or the Everyone group. 

Tip: To learn how to set up and manage groups, see Groups Tab for Managing Groups.  

Click the Dynamic Profile Attribute Assignment Rules link under the Rules tab. The Rules | Dynamic Profile Attribute Assignment Rules page appears. Each Group row shows the following in the Dynamic Profile Attribute Assignment column: 

  • Add link indicates there are currently no dynamic profile attribute rules established for the group.
  • Edit link in green indicates there are dynamic profile attribute rules established for the group and they are active.
  • Edit link in yellow indicates that although there are dynamic profile attribute rules established for the group, they are inactive.

Tip: Groups are prioritized to decide which rule will be applied if a user is a member of more than one group. The Priority column appears to the left of each group. The lower the priority number (located at the top of the list), the higher the rule priority this group will have. The rule with the lowest priority will be applied to members of the group. If a user belongs to more than one group, the group with the lowest priority number (the one appearing closest to the top of the list) is chosen to govern the access and options available. To change the priority of a group, enter a number in the Priority column for the group, and click Save Priority Changes. 

To add or edit dynamic profile attribute rules, follow these steps: 

  1. Click the Add or Edit link in the Dynamic Profile Attribute Assignment column for the group (either a named group, or the Everyone group).
  2. Enter or edit the Description that describes the intent of this rule, and click the Activate Rule checkbox to make the rule active.
  3. Scroll down to the “Then” section of the page, enter the Org Entity ID for the organization.
  4. Click the Save button.

Note: To commit all of your changes after saving them, click the changes not applied link at the top of the page. The Commit Changes page appears. Click the Commit button.