Groups

A group is a collection of users. It can contain either the org's users or customers.

Roles can be assigned to groups to grant access to all users in the group.

There are two types of groups:

Static groups are manually managed where users are added and removed by administrators. Group members can add more members to the group. Static groups are ideal when you need precise control over group membership or when the criteria for membership cannot be automated.

Dynamic groups automatically manage membership based on predefined rules or expressions that evaluate user attributes. Unlike static groups, dynamic groups are self-maintaining: users are automatically added when they meet the group's criteria and automatically removed when they no longer qualify. This automation eliminates the need for manual membership management and ensures groups stay current as user attributes change over time.