Policy-Based Group Membership

Overview

Policy-based group membership allows you to automatically assign users to groups based on defined rules.

Instead of manually adding users, Fixiam evaluates your policy and ensures the right users are placed in the right groups.

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When to Use This

Use this feature when:

• Users should be grouped based on attributes (e.g. department, role)
• You want to reduce manual group management
• You need consistent and scalable access control

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How It Works

1. You create a membership policy
2. You define conditions (e.g. department = “Finance”)
3. You assign the policy to a group
4. Fixiam automatically adds matching users to the group

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Create a Membership Policy

1. Go to Group Management
2. Select Groups
3. Click Membership Policy

This opens the page where all policies are managed.

4. Click Create Policy

A new page will appear.

5. Define the policy:

• Set the conditions (e.g. department, role, or other attributes)
• Specify how users should be evaluated

6. Assign the policy to a group

7. Click Save

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What Happens Next

• Users who meet the policy conditions are automatically added to the group
• If a user’s attributes change:
  • Group membership updates automatically

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Example

• Policy: Department = “Engineering”
• Result: All users in Engineering are added to the Engineering group automatically

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Important Notes

• Policies rely on accurate user attributes
• Users who do not meet the conditions will not be added
• Changes in user data will trigger re-evaluation

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Troubleshooting

User is not added to group

• Check if the user meets the policy conditions
• Ensure required attributes are filled

User is incorrectly assigned

• Review the policy rules
• Confirm attribute values are correct

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Summary

Policy-based group membership helps you:

• Automate user grouping
• Reduce manual effort
• Maintain consistent access control