Overview

You can create a task that automatically assigns selected users to a specified group at a date and time you specify.

Prerequisites and Restrictions

• You cannot select TrustLogin members created via AD integration or SCIM integration, or the administrator's own member account.
• You cannot select a group that has automatic assignment rules configured.

• You can create a task even if a member already belongs to the target group, but no change will be made when the task runs.

Steps

1. From the Admin Page, go to "Settings > Scheduled Tasks" and click the "Settings" button.
   

2. Click "Create Scheduled Task."
   
   
   
3. Select "Transfer (Group Assignment)" and click "Next."
   
   
4. On the member selection screen, select the target members and click "Next."
   
   
5. On the group selection screen, select the group you want to add the members to and click "Next."
   
   
6. Specify the date and time to run the task.
   
   
7. Review the details and click the "Create Task" button.
   
   
   

After Creating the Task

The created task is registered with a "Pending" status on the "Transfer (Remove Group Assignment)" tab.


For information on how to check, edit, or delete the status after registration, see the page below.

Checking, Editing, and Deleting Tasks