How To: Specify rules to control group membership

Civica Learning allows group membership to be derived from the profile data associated with users. For example, every user with a Location property set to London, can automatically be assigned to the Location - London group, as shown in the example below:

This action is performed by rules which are applied whenever a users profile data is updated (either manually by an admin in the Administration portal, via a batch process, when a learner updates their profile, or when a user self-registers).

To specify a rule to add users to a group 

1. Log in to your lms Administration portal, as a Global administrator.
2. On the NAVIGATION pane, click Settings.
3. In the SECTIONS section, click User rules.
4. On the User rules page, in the CONFIGURED RULES panel, click the Configure new rule button.
5. In the Configure new rule dialog box, on the CONDITIONS panel, click Configure a new rule, the select the property that you want to match against.
6. Select the operator to use. Available options are:
   • Equals. The attribute value must match exactly your specified value. For example, an attribute with a value of South would match South, but not South East.
   • Contains. The attribute value must contain your specified value. For example, an attribute with a value of South would match South, and also South East, South West, etc.
   • Is one of. Used where the attribute value is a set of sub-values (as used to specify the possible values in a drop down list). 
     Note: The behaviour of the operators will vary based on the profile field type. For more information on the operators, please see Features Explained - User rule operators
7. Enter the value that you want to match the property value against..
8. In the MANAGE GROUP panel, select the group that will be managed, then click Done.
9. On the User rules page, click Save.

To delete a rule

1. Log in to your lms Administration portal, as a Global administrator.
2. On the NAVIGATION pane, click Settings.
3. In the SECTIONS section, click User rules.
4. On the User rules page, next to the rule you wish to delete, click the ellipsis Trash icon.
5. On the User rules page, click Save.