There are 3 ways to add register users to programs. The first is by
- Conditions / Business Rules Procedure: By defining conditions / business rules in the program itself
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- Manual Procedure: Manually assign users to the program
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- User Upload: Via the user upload procedure
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When you set conditions rules, users will automatically be added and/or removed from programs based on your rules.
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Note that it might take a few minutes for the users to be added or removed from the program. This is particularly true if you have thousands of users that meet the conditions.
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If you add a user to a program manually, then the conditions no longer apply to this user. In other words, even if the user no longer matches the conditions of the program, that user will remain a member of the program. However, if you manually remove a user from a program, he/she will be added back automatically if the user's profile meets the business rules.
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Note that the change is effective immediately and there is no need to click on a save button on this page.
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You can also manage program assignments by uploading CSV files to the system. Please see the "Uploading Users" documentation to learn more. Keep in mind that the program conditions override the user upload. So if you plan on using the user upload procedure to add users to a program, it is best not to enable the conditions for that specific program.