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?

Prerequisites

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?

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

What are the different filter types?

• External groups: provides a dropdown of groups coming Active Directory
• 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

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