Use Dynamic Hierarchy Policies to Create Two-Level Attribute Nested Groups

EmpowerID provides the capability for you to create Dynamic Hierarchy policies that allow nested groups to be dynamically generated based on the value of any two specified Person attributes, such as the State and City attributes. When the policy runs, EmpowerID creates a top-level group for the first attribute specified and a nested group under that top-level group for the second attribute specified. EmpowerID then places any Person accounts with those matching attributes in those groups, depending on how you configure the policy. You can configure the policy to place people in both the top-level and nested groups or only in the nested group. In addition, you can configure the policy to create top-level groups only if the condition for the nested group exists.

Create the policy

1. On the navbar, expand Dynamic Hierarchies and select Policies.

2. Click the Add (+) button.
   
   

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   This opens the Policy Details form.
   
   

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3. Fill out each section of the form according to your policy needs.
   

4. Click Save.