New Automations for Team Membership

Automate and streamline simple & complex team membership requirements in your company

  • Automation Setup

    • Project, Group & Departments team membership mgmt.  can now be automated with simple rules
    • A automated rule has 3 components
      • Trigger
        • Can be set to run every 8 hours or 24 hours
      • Condition
        • A filter criteria set based on user profile fields
        • Multiple filters in one condition row on different columns will be treated as an AND condition
        • Multiple filters in one condition row on same column (different values) will be treated as an OR condition
        • Add additional condition rows up to a max of 5 condition rows and they will be treated as an OR condition
      • Action
        • Matching network users will be added to the team
        • Non-matching users (early added via automation to the team) will be removed
    • No notifications are sent out  to any user
    • Automation for a project/group/department can be setup by domain & team admins
    • When a automation rule for a team is activated, the defaults for these team settings is turned OFF (by default)
      • Allow network users to invite co-workers to the team = OFF
      • Allow guests to invite people to the team = OFF
      • Allow non-members to send join requests to the team = OFF
    • Users can leave the team. In the next run of the automation, if the user satisfies the condition they are added back to the team

 

  • Automation Log

    • Each run of the automation rule is tracked in the automation log
    • The log for each run captures the count of users added or removed from the project/group/department

  • Special Teams

    • Some teams in MangoApps are special teams and they already have team membership managed. These teams will not have the new automation rules feature
    • These teams include
      • AD/LDAP managed / created teams  (they are already auto-managed from AD/Ldap)
      • System created teams like domain admins, intranet admins, idea management team (they are already auto-managed membership based on user role)
      • Teams that are marked as ‘default’  by the domain admin (they already have everyone in them as a member)
      • Location based groups (they are already auto-managed membership based on user’s office location)

  • Audit Log

    • Addition & removal of members from a team via automation rule will be tracked in the audit log