Prerequisites
- Groups to assign to is created. See how to create groups here
- Airtable is set up for user accounts.
Sometimes you may already have a database of users ready to go and manually assigning them to a user group can be time consuming. Let's take a look at how we can assign users to groups through a field value from the user table.
Mapping the field value to a group
- Go to the User Accounts setting page from the edtior.
- Select the Integrations tab.
- Click on Manage.
![Airtable integration settings](/_next/image?url=%2F_static%2Fscreenshots%2Fauto-assign-group-integrations-tab.png&w=1200&q=75)
- Select the User Groups tab from the integration settings page.
![User Groups settings](/_next/image?url=%2F_static%2Fscreenshots%2Fauto-assign-mapping.png&w=1200&q=75)
Map the field values from your user table to the groups.
- Airtable Field: the field on the user record we will be matching against
- Field Value: the actual value to match
- User Group: The group to assign the user to if the value matches
![Completed mapping](/_next/image?url=%2F_static%2Fscreenshots%2Fauto-assign-group-completed-mapping.png&w=1200&q=75)
- Click Save.
How does it work?
In the example above, we have selected the Title field to determine which group a user will be assigned to. When the user alexis@example.com logs in, we will look at her record on Airtable. Since her Title is attorney, we expect her to be automatically assigned to the Attorney group in Pory.
![Example user record on Airtable](/_next/image?url=%2F_static%2Fscreenshots%2Fauto-assign-group-example-airtable-users.png&w=1200&q=75)
When we go to the user's profile in your portal's dashboard, you can see that alexis@example.com was assigned to the group, Attorney.
![Groups alexis@example.com belongs to](/_next/image?url=%2F_static%2Fscreenshots%2Fauto-assign-group-user-groups.png&w=1200&q=75)