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How to set up User Group filters

This article explains how to set up User Group filters using criteria and conditions, either upon creating a new User Group or editing an existing one.

  Prerequisites

How to set up a User Group filter

A User Group filter is set up using criteria and conditions that are based on the claims and the security groups received by your Active Directory.

  1. Navigate to the Users section of the Admin center.
  2. Select the User Groups tab.
  3. Either create a new user group or click on an existing one to edit the filter.
  4. Click Add filter.
  5. Select a filter option from the dropdown.
  6. Once the filter criteria has been added, add one or more conditions.

 Note

  • If you add multiple conditions, it will always be with an "or" parameter, meaning only one of the two conditions has to be true.
  • You cannot add/edit filters on the system generated User Groups.

Available Filter Types

  • External groups: AD group claim value.
  • User type: provides a dropdown with the pre-defined user types Internal, Invited or Partner.
  • Email: this is a text field where you input an individual email address (one email address per condition).
  • Domain: this is a text field where you input the email domain.
  • First name: AD claim value.
  • Last name: AD claim value.
  • Display name: AD claim value.
  • Address: AD claim value.
  • City: AD claim value.
  • Postal code: AD claim value.
  • Country: AD claim value.
  • State: AD claim value.
  • Company name: AD claim value.
  • Job title: AD claim value.
  • Department: AD claim value.
  • Telephone number: AD claim value.
  • Mobile number: AD claim value.
  • Facsimile number: AD claim value.
  • Preferred language: AD claim value.

 Note

The External groups filter type will only show the first 50 items from the External Groups tab. Additional groups can be searched based on the Display Name of an External Group.

How to use User Groups in a filter

The way to use User Groups in a filter, is by setting up a security filter with restricted access to a folder. To do so, you need to navigate to your library, set up a folder, and add the security filter from the Settings tab.

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