Action Manager: Adding Groups using Member Properties

Product Version History

Purpose of this Feature

This feature allows admins to assign properties to users and then bulk-add users to Action Manager groups based on those properties.

Problems it solves:

• Manually searching for and adding team members to AM groups is time-consuming and error-prone
• No way to categorize users by attributes like customer, region, or role for quick group creation
• Maintaining group membership manually is difficult as teams change

Who benefits:

• Admins managing Action Manager groups
• Organizations that need to group users by customer, region, department, or other attributes
• Teams looking to streamline group setup and maintenance

Key Functionalities and Workflows

User Properties:

• Key-value pairs assigned to individual users (e.g., "Customer": "Toyota", "Region": "APAC")
• Edited in the Admin pages on each user's membership page
• Also editable via the /account/ API

Add Members by Property:

• When adding members to an AM group, select "Add by User Property"
• Choose a property and value from the dropdowns
• All users with that property/value combination are bulk-added to the group
• Can add multiple property filters before confirming

Important: This is a one-time bulk add. If users are later assigned the property, they will not automatically be added to the group.

Step-by-Step Usage Instructions

Assign Properties to a User

1. Navigate to Admin Pages → Organization → Members

   

2. Find the user and click Edit

   

3. Scroll down to the Account Properties section

   

4. Enter properties as JSON key-value pairs:

   {
     "Customer": "Toyota",
     "Region": "APAC"
   }

1. Click Change to save

Add Members to a Group by Property

1. Navigate to Action Manager → Groups
2. Select an existing group or create a new one

3. In the Members section, click + Add by User Property

   

4. In the modal, select a Property from the dropdown (e.g., "Customer")

   

5. Select a Value from the dropdown (e.g., "Toyota")

6. Click + Add to add the property (shown as a tag, e.g., "Customer = Toyota")

   

7. Repeat to add additional property filters if needed
8. Click Confirm to bulk-add all matching users to the group

Edit Properties via API

User properties can also be edited via the /account/ API for integration with external systems.

Configuration or Setup Requirements

Prerequisites:

• Admin access to the Organization Members page
• Properties must be assigned to users before they can be used for group creation

Property Format:

• Properties are stored as JSON key-value pairs
• Property names and values are free-form strings
• Consistent naming across users is important for bulk operations

Expected Outputs or Reports

After adding members by property:

• All users matching the selected property/value are added to the group
• Members appear in the group's Members list
• Group membership can be further edited manually (add/remove individual users)

Important behavior:

• This is a one-time bulk add operation
• Users added later with the same property will not automatically join the group
• To add new users, repeat the "Add by User Property" process or add them manually

Appendices

FAQ

Q: If I add a new user with Customer: Toyota, will they automatically be added to groups that were created using that property? A: No. Adding by property is a one-time bulk operation. New users must be added manually or by running "Add by User Property" again.

Q: Can I combine multiple properties when adding members? A: Yes. You can add multiple property filters in the modal before confirming. Users matching any of the filters will be added.

Q: Where do I edit user properties? A: In the Admin pages under Organization → Members → Edit user. Properties are in the "Account Properties" section at the bottom of the page.

Q: Can I edit properties via API? A: Yes. User properties can be edited via the /account/ API.

Example Properties