How to set up User group filters

About this article

This article will explain how to set up User Group filters using criteria and conditions, either upon creating a new User Group or editing an existing one. Sections in this article:

What is a User Group filter?
How to set up a User Group filter
What are the different filter types?

Please notice, that you cannot add/edit filters on the system generated User groups: Everyone, Internal, Invited and Partners

Prerequisites

Admin access in Templafy tenant

What is a User Group filter?

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

When you set up a User Group then the users will be filtered based on the conditions that are configured in the User Groups.

How to set up a User Group filter

Go to the Admin Center
Navigate to the Users section
Select the User Groups tab
Either create a new user group or click on an existing one to edit the filter
Click Add criteria
Select a filter option from the dropdown
Once the filter criteria is added, add one or more conditions

If you add multiple conditions it will always be with an Or parameter meaning conditions only one of the two conditions has to be true.
If you ever need to, you can always edit a User Group and add more criteria and conditions.

What are the different 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, e.g. templafy.com
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

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.

Internal user type: all internal users on a tenant
Invited user type: all users invited to a tenant (User list in Invites)
Partner user type: all partner users with access to the tenant(Partner list in Partners)

How to use User Group 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.

All steps are described in our article regarding How to filter folders in Libraries?, since this is an action that takes place in the Library section in the Admin Center.

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