Dynamic Group Assignment

You can manage users and groups dynamically by uploading a table of users and groups that defines which users participate in which group. (This data can uploaded along with other data to Birst.) The table must contain one column for user ID (such as email address) and one column for the group the user participates in. For example:


UserID	GroupName
Username A	Group A
Username B	Group B
Username C	Group C

Note: In this example, Username A is dynamically assigned to both Group A and Group C

To use Dynamic Groups for a space, you must enable the Use Dynamic Groups for Access option in the space. See Modifying space properties for more options available in space properties.

If using dynamically assigned groups, you can use a static group assignment for the Designer Access permission. If dynamic groups are configured, when you select a space from the home page, the Birst data warehouse must be queried for permission information to determine if a user has access to Designer for that space. This may take longer than if the user's Designer Access permission has been assigned in a standard "static" group as described in Space Properties,

Designer Access permission can be assigned in a standard static group via the Manage Groups page if desired. Doing so is more efficient to see which modules are available after selecting a space on the home page because it is not necessary for the system to run any additional queries. Birst always checks the static group permissions before dynamic permissions.

Note: There is a known issue that if the dynamic group assignment is turned off through the Dynamic Group Assignment panel, the users still retain access. To remove access from users, you must delete the hierarchy used in the dynamic groups assignment.