How to auto-remove users?

There are times when the user profile of a group member goes through some changes, and it no longer satisfies the criteria that was added for adding members to the group. In such cases, we can configure the settings to auto-remove such users.

1. From the menu bar, in the Groups dropdown list, select the group name in which the criteria is to be defined.

The group details are displayed.

As you can see, we selected the Reimbursement group, the details of which are displayed.

2. Turn on the Auto remove existing members from the group if group criteria or user profile is updated toggle switch.

The Confirm Auto Delete window is displayed.

3. Select I agree to continue with the update and click Continue. Any changes in the user profiles that do not fit the auto-addition criteria will cause the users to be auto-deleted from the user list.

For instance, there are 3 users in the Member List of the Reimbursement group.

However, the criteria with which the users, Abhash Kumar Jha and User were added to the member list are no longer satisfied, and we want to remove them immediately and automatically from the Member List.

The way to do this is to turn on the toggle switch for Auto remove existing members from the group if group criteria or user profile is updated. The users will be auto-deleted as and when the specified criteria is not met.