How To: Specify rules to control group membership

The Agylia LMS 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 via manually by an admin in the Administration portal or via a batch process).

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 ADD CUSTOM RULES panel, click the + button.
5. In the Custom Rule dialog box, on the CONDITIONS panel, in the Select an attribute list, click the attribute 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. In the Enter a value box, type the value that you want to match the attribute value against.
8. Click the + button to add another condition and repeat steps 5-8 for all additional conditions.
9. In the ACTION panel, ensure that Add to Group is selected.
10. In the Enter a value box, type the group name that you want to automatically add users to, and then click Done.
11. 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 (...) button.
5. In the Custom Rule dialog box, click Delete.
6. On the User rules page, click Save.