Dynamic Membership
Dynamic Membership allows a Role owner to add members to a Role, based on attributes in their user profile; the benefit is to create department Roles quickly. For example, a Role can be formed within the directory where only members with 'HR' listed as their department will be added. The filtering attribute is limited only by the information available in the base user profile.
The purpose of a Dynamic Exclusion is to exclude subsets of users that match the Dynamic Inclusion filtering attribute but are not wanted in the Role membership list. In the previous example of a Role with all HR department members included, any user that is a member of the HR department, but works in building 250, can be excluded based on office location.
Membership Inclusion/Exclusion Hierarchy
Members will be included and excluded from a Role, based on the following action hierarchy:
All members who fit the Dynamic Inclusion filter will be added.
All members who fit the Dynamic Exclusion filter will then be removed.
All statically included members will be added back to the list.
Finally, all statically excluded members will be removed.
Follow the steps to create dynamic memberships.
From the role details, select the Dynamic tab.
Click Edit Role.
Then click each field for the dynamic parameters. Enter the filter values for Includes and Excludes as desired.
Click Save.