Group membership rules


You can use membership group rules to add individuals automatically to groups-based criteria in their profile. For example, you can make a group based on Skill: Data mapping. When people add Data mapping to the Skills section of their profile, Genesys Cloud automatically adds them to the group. Removing the skill removes them from the group.

You can create membership rules based on:

  • Keyword — Values in the profile like Title, Department, Skill, or Certification
  • Relationship — Hierarchical associations with a selected individual (such as managers, peers, or reports)

Each rule excludes or includes, so that you can create a group as follows:

  • Include: Anne and her direct reports
  • Exclude: John (who reports to Anne) and his direct reports
  • Include: Martin (even though he reports to John)