New Automations for Team Membership
Automate and streamline simple & complex team membership requirements in your company
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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
- Trigger
- 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
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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
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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)
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Audit Log
- Addition & removal of members from a team via automation rule will be tracked in the audit log