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Aside from the OSS/BSS automation described above, there are 3 ways to add users to cohorts:
By
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defining conditions / business rules
By manually adding the users
By uploading a CSV list of users
This article will cover all 3 methods.
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To set or modify the assignment conditions for a cohort:
Go to Site Administration > Users > Cohorts
Click on the "Assign Members" or "Assign Administrators" icon next to the cohort in question
Click on the "Membership rules" tab (or "Administratorship rules" tab if you are assigning administrators)
In the rules section, click on the "Add condition..." button
Select one of the options in the modal window:
User profile: This option allows you to set conditions based on a field define in a user's profile, such as their department or
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role.
Condition set: This option allows you to create a "set" of conditions, thereby combining ALL and ANY conditions within one
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cohort.
Set the condition in question and repeat steps 4-5 until all of your conditions are specified.
If you want to include users who created an account via the OCI Marketplace in your cohort, enable the "Include OCI users" option. If you leave the option disabled, the OCI users will NOT become members of the cohort, even if their profile matches the conditions.
Click on the "Save changes" button at the bottom of the page
Note that it might take a few minutes for the users to be added or removed from the cohort. This is particularly true if you have a large user base that meet the conditions.
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Manual Procedure / Override
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To add or remove a user manually to/from a cohort:
Go to Site Administration > Users > Cohorts
Click on the "Assign Members" or "Assign Administrators" icon next to the cohort in question
Add or remove users by selecting them in one of the boxes and clicking on the Add or Remove button
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 cohort assignments by uploading CSV files to the system. Please see the "Uploading Users" documentation to learn more. Keep in mind that the cohort conditions override the user upload. So if you plan on using the user upload procedure to add users to a cohort, it is best not to enable the conditions for that specific cohort.