Create a Dynamic User Group

1. Click the New Tab icon . Under Governance Console, select All Settings within Platform Setup.

2. On the Platform Settings window, select User Groups within Manage Workspace.
   

3. On the User Groups window, click Add User Group in the top right corner.
   
   
4. On the Create User Group window, select Dynamic Group. This will have the system dynamically add all users that have the defining property specified in the next step. When users are added to the system and added to their Task Queue, these dynamic User Groups will automatically place these users into the appropriate Task Queues.
   
   If you would like to manually add users, select Static Group. Follow these steps to create a static User Group.
   
5. Enter a User Group Name and a Description (optional). The User Group Name, for organizational purposes, should be the same as the Task Queue name.
   
   For the purpose of demonstration, this User Group will be the WF: Analyst User Group.
   
   
6. Now, you must define the Dynamic Group property that will be assigned to all users in the corresponding Task Queue of the Dynamic Group. Select Task Queues as the Attribute and select the appropriate Value corresponding to the Task Queue/Dynamic User Group.
   
   For the purpose of demonstration, the Attribute will be Task Queues and the Value will be the Analyst Task Queue.
   
   
   The below table represents some of the additional attributes available for Dynamic User Groups.

   Attribute Name	Description
   User Availability Status	It refers to the availability of the user.
   Department	It refers to the department of the user.
   Persona	It refers to the persona of the user.
   Markets	It refers to the various markets.
   Filtered Users	It refers to the filtered user.
   ID	It refers to the ID of the user.
   Logged In Users	It refers to the logged-in users.
   Logged In Workspaces	It refers to the logged-in workspaces.
   Logged In Accounts	It refers to the logged-in accounts.
   All Users	It refers to all the users.
   Is Active	It is the Active/Inactive indicator for the user profile.

7. Review the users that dynamically filter into the User Group. Remember, the dynamic group is using the Task Queues that were assigned to users in the step before.
8. Click Save to save your User Group.
9. Repeat Steps 1-7 for all Task Queues set up for your Workspace.

Assign a Dynamic User Group

Because Dynamic User Group was selected as the User Group type, users will automatically be assigned to a User Group using the Task Queues that they were assigned to in the step before.

You may see how many members are in each group by looking at the Members column on the User Groups window.