Configure Dynamic User Groups

When JumpCloud groups are created, by default they are Static User Groups - groups with fixed memberships that must be changed manually. Static user groups are best for situations when the membership is primarily unchanging, and the membership in the group cannot be formed using an easily-defined criteria. But, modern-day IT operations are complex and challenging. IT admins no longer manage Windows-only environments with local users secured by a firewall. Today's trends entail enterprise mobility, BYOD management, multi-OS environments, etc., making IT operations both complex and crucial.

Dynamic User Groups facilitate automatic membership changes, depending upon the membership conditions set by the admin. If a user meets a meets particular criteria, they get added to a group. Likewise, if a user no longer meets the criteria, they are automatically removed from the group. Onboarding new users or adjusting group membership when conditions change for individual users and groups is seamlessly and instantly completed.

Benefits of Dynamic User Groups:

• Immediate Group Membership updates – membership changes immediately upon the user or group’s conditions changing. Group membership updates are made nightly and also whenever the following events occur:
  • A change is made to the group – rules or otherwise
  • A user attribute value changes
  • A new user is created
• Automatic Access – after a user or group’s conditions change, they are automatically assigned to the appropriate resource groups, like device or application groups.
• Compliance – admins can review reports on dynamic and static membership group assignments.

Enabling Dynamic User Groups

1. Log in to the JumpCloud Admin Portal.
2. Go to USER MANAGEMENT > User Groups.
3. Create a new group or choose an existing group.
4. Navigate to Details > Membership Controls.
5. Select the Dynamic radio button. Optionally, if you would like to review membership updates before they implemented, select:
   • Require administrator review of updates – to review group membership updates in the Admin Portal
     • Receive emails when administrator review is needed for updates – to receive approval emails notifying all administrators of membership changes

Configuring Dynamic User Groups

1. After enabling Dynamic User Groups, expand the Attribute dropdown and choose one of the following attributes from the list:
   • Company
   • Cost Center
   • Department
   • Description
   • Company Email
   • Employee Type
   • Job Title
   • Location
   • Manager
   • User State
   • Custom Attribute
2. Expand the Operator dropdown and choose one of the following for each attribute:
   • equals
   • not equals
   • starts with
   • ends with
   • contains
   • does not contain

3. In the Value text field, enter the desired value. Select (+) to add multiple values to one group attribute. This acts as an “or” operator for the different values. Using the example below, the group’s membership includes users whose Location equals “Miami” or “Ft. Lauderdale” or “Boca Raton”.

4. Select Add Condition to add multiple attributes to one group. This acts as an “and” operator for the different attributes. Using the example below, the FL Technical Writers group membership includes users whose Job Title equals “Technical Writer 2” or “Technical Writer 3” and Location equals “Florida” for a Florida-based Technical Writers user group.

5. Click Preview to see which users are affected by the conditions of the group.
6. After reviewing the group membership, click Close.
   • If the preview is incorrect, modify the conditions and click Preview again
   • If the review is correct, click Save Group
7. You will receive a User Group saved successfully message.

To use custom attributes

Custom attributes can be used to store additional information about your users that isn’t provided in one of JumpCloud's standard user attributes. There are some limitations when configuring custom attributes for users and other limitations when using those custom attributes for dynamic group membership:

• Maximum number of custom attributes per group is five (5)
• There is no validation is done for custom attributes – the value entered must match the users’ custom attribute(s) exactly, including case
• Group membership rules configured with custom attributes that are not present in user records will not be applied to those users, even if the rule has does not contain or not equals
• Custom group inherited user attributes are not supported for dynamic group membership

Administrator Review of Updates

When configuring a dynamic user group, you have the option to enable Require administrator review of updates before membership changes are made. All administrators, except those with Read Only or Help Desk roles, will be able to review and accept or reject membership updates in the Admin Portal. You can also enable Receive emails when administrator review is needed for updates to receive Suggestions emails.

To review membership updates

1. Click Review Suggestions in the Suggestions email or Review next to the group in the Admin Portal.
2. The Review Group Membership window will appear showing which users are affected by the conditions of the group.

3. After reviewing the suggestions:
   • If incorrect, click Close, modify the conditions and save the group. Click Review again
   • If correct, select the users to be added and click Accept and Save
4. Click Save Group.

Using Exemptions

The workflow below shows three different flows when implementing Dynamic User Groups with user exemptions.

1. Jason is bound to the Denver group but has recently relocated to Chicago. He still needs certain resources that are associated with the Denver group. If Jason is added to the User Exemptions List, he will remain in the group though his Location has changed from “Denver” to “Chicago”. If he is not added to the User Exemptions List, he will be instantly removed from the Denver group when the admin updates his Location in his User Details.
2. Mark is bound to the Denver group and his Location is “Denver”. He will stay in the group regardless of the User Exemptions List.
3. Stacy is not bound to the Denver group. If Stacy is added to the User Exemptions List, she will never be added to the Denver group. If Stacy is not added to the User Exemptions List, she will be instantly added to the Denver group when the admin adds “Denver” as her location.

To add users to the User Exemptions List

1. In the Exemptions section, click in the field underneath Users to include or Users to exclude.
2. Start typing in the name of the user you would like to add to the list and then select the box next to the user in the dropdown.
   • Users will appear in alphabetical order
   • Selected users will appear as pills below the Search bar
3. When finished adding users, click Save Group.

To remove a user from the User Exemptions List

1. In the Exemptions section, find the user’s pill underneath the Search bar. 
2. Click the ‘x’ next to their name.
3. When finished removing users, click Save Group.

Disabling Dynamic Groups

1. Log in to the JumpCloud Admin Portal.
2. Go to USER MANAGEMENT > User Groups.
3. Select the group for which you would like to disable automation.
4. Select the Static radio button and then Change Group To Static.
5. Click Save Group.