User Groups — Autoassignment Rules for Registration Fields

TraCorp LMS Quick Reference Guide (QRG)

Audience: Main Admin, Sub Admin, User Group Admin

Overview

This QRG explains how to configure autoassignment rules used to add users to user groups based on user attributes or registration fields. By writing simple SQL-like statements based on registration field values, the LMS automatically matches users to groups.

Enabled Permissions Required to Complete the Following Steps

·         User Groups (Sub Admin, User Group Admin)

Note: Sub Admin and User Group Admin without access to complete these steps should review Permissions with a Main Admin.

Configure Autoassignment Rules

1.        Ensure registration fields are set up for use with autoassignment rules. For step-by-step instructions on how to set up Registration Fields, see Knowledgebase article: Registration Fields — Registration Fields Tab.

2.       From Admin Navigation, click User Groups.

3.       Double-click the User Group.

4.       Click the right arrow at the top of the Edit User Group window to scroll to the Autoassignment Rules tab.

5.       In the text box, write an autoassignment rule that matches the registration field values of the users who should be added to the group. The following properties can be used to target a user:

§  Username

§  Email

§  First name

§  Last name

§  Registration fields 1-64

Examples of Autoassignment Rules

·         To add users to a group that matches all users whose username is John.Doe:

o    username=’John.Doe’

·         To add a user whose email is john.doe@example.com:

o    email=’john.doe@example.com’

·         To add users whose first name is John:

o    fname=’John’

·         To add users whose last name is Doe:

o    lname=’Doe’

·         Registration Field Examples:

o    If field 1 is labeled Country and users from the United States (value = ‘USA’) should be added to a group:

§  field1=’USA’

o    If field 5 is labeled Job Type and users in Maintenance (value = ‘Maint’) should be added to a group:

§  field5=’Maint’

o    If field 4 is labeled Phone Number and users who are in the 602 area code should be added to a group:

§  field4 LIKE ‘(602)%’

o    If field 4 is labeled Phone Number and field 5 is Job Type, and users in the 602 area code also have a Job Type of Maintenance:

§  field4 LIKE ‘(602)%’ AND field5=’Maint’

Note: Phone number(s) stored in these fields need to be in the format (xxx)-xxx-xxxx.