Automatically assign your users to groups
Automatically assign users to groups based on values in their Airtable records.
Pory can automatically assign your users to groups based on values on their Airtable record. Their groups will automatically update if the values have changed.
How does it work?
In the example above, we have selected the Title field to determine which group a user will be assigned to. When the user alexis@example.com logs in, we will look at her record on Airtable. Since her Title is attorney, we expect her to be automatically assigned to the Attorney group in Pory.
When we go to the user's profile in your portal's dashboard, you can see that alexis@example.com was assigned to the group, Attorney.
Set rules individualy
In the User Management dashboard, select the groups tab. Select the group you want to set up the assignment rules and click Auto-assign Rules
Click on Add Rule
If you haven’t done so yet, choose the field to look up and then select the values you’d like to match. Click Save
Set rules for multiple groups
In the User Management dashboard, click on Integrations. Click on Manage.
Select the field you want to match and which values match to which group. Click Save Settings when you are done.
