Adding OCI Users to Cohorts

When creating cohorts and specifying membership rules, by default, only non-OCI users who match the conditions you've set will be added to the cohort. If you want to also include OCI users in the cohort, you must enable the "Include OCI users" setting that can be found immediately below the membership conditions. This option was added in version 3.9.14.2. If you have existing cohorts that do not have OCI users and want to start including the OCI users in these cohorts, the following steps should be followed.

Step-by-step Guide

To include OCI users to an existing cohort:

  1. Go to Site Administration > Users > Cohorts

  2. Click on the "Assign members" icon next to the cohort in question

  3. Click on the "Membership rules" tab

  4. Select the "Include OCI users" option

  5. Click on the "Save changes" button



Important Notes

  • Disabling the "Include OCI users" at a later point in time would automatically remove all OCI users from the cohort. This is true regardless of whether the "Automatically remove" option above the conditions is enabled or not.

  • It may take a few minutes for all the OCI users to be added to (or removed from) the cohort depending on how many users are in your system.

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