Add Sync Groups
  • 14 May 2021
  • 1 Minute to read
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Add Sync Groups

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Article Summary

Overview

A Sync Group is a feature in Decisions that allows users the ability to control local group membership. Sync Group establishes a link between the two groups. For example, by syncing a local group with an AD group, AD will update the local group should any changes be made to the associated AD group. This feature allows one group's account members to be added or removed to another group without the task of adding the accounts one by one.

Example

  1. Navigate to System > Security > Groups, and right-click the group to sync. 
  2. In the action menu, choose Select Sync Group.

  3. The Select Sync Group dialog appears and shows all groups available to sync. Only one Group may be selected.

  4. Alternatively, right-click the group and in the action menu, select Edit Group. 
  5. In the Edit Group dialog, under Type, select Specify Sync Group. Once this is selected, the category Sync Group Information will be available to edit.



Removing Sync Groups

To remove the Sync:

  1. Right-click the Group and select Edit Group.
  2. From the Edit Group window, scroll down to SYNC GROUP INFORMATION, and check the Remove Sync Group Accounts on Unhook, then click SAVE.
  3.  Right-click the Group and select Remove Sync Group [GROUP NAME].
  4. Confirm the removal by selecting YES.

Sync Group Settings

Toggling 'Specify Sync Group' from the Edit Group Settings panel allows users to set up and attach a Sync Group. It enables the appearance of a new panel entitled Sync Group Information. This allows users to set specific configurations for a Sync group, affecting how adding or removing members to either account creates changes in the other group.

SettingPurpose
Adding To Sync Group Adds To This GroupAdds accounts to this group when added to the affiliate Sync Group
Removing From Sync Group Removes From This GroupRemoves accounts from this group when removed from affiliate Sync Group 
Remove Sync Group Accounts On UnhookRemoves Sync Group affiliated accounts when a user selects 'Remove Sync Group'
Adding Account To Subgroup Adds to Sync Group Adding accounts to the Subgroup on AD adds them to the Sync Group. 
Adding Accounts Only In This Group Is Allowed Pulls over the accounts from AD that match accounts in this Decisions group only. 
Removing Account In This Removes From Sync GroupRemoving accounts also removes them from affiliate Sync Group

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