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    Home New York Now Platform Capabilities Now Platform capabilities Subscription Management Subscription Management administration Allocating users to a Per-User subscription Subscription user sets

    Subscription user sets

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    Subscription user sets

    User sets make it easy to specify which users should be allocated to a subscription. You can use roles, user groups, or both roles and groups as the conditions for a user to be a member of a user set (for example, everyone with the fulfiller role in the "IT department" group).

    Auto-sync

    When you add a user set to a subscription, the system attempts to subscribe all users in the user set. The system updates the members in a user set whenever a user update causes the user to meet or fail to meet the criteria for the user set. For example, if a user loses the "fulfiller user" role, the user is removed from the user set.

    To make subscriptions self-maintaining, you can auto-sync a subscription. The system then regularly subscribes or unsubscribes users based on updates to the user sets that are assigned to the subscription. The option is described in Auto-sync a subscription to user set updates.

    Note: Even if you select the Auto-sync with user sets option, you can update, remove, or manually synchronize the user set at any time.

    How users are subscribed and unsubscribed

    • When you add a user set to a subscription, the system allocates all users in the user set to the subscription, up to the purchased subscription limit.
    • You can add a user set to any number of subscriptions.
    • Users that are allocated from multiple user sets are subscribed only one time.
    • In the case that adding the users would exceed the subscription limit, then none of the users in the user set are subscribed. Instead, all users in the user set are set to the Pending state and are listed in the Pending Users related list.
    • When you remove a user set from a subscription, the system attempts to unsubscribe all users in the set. If a user is added from another user set, however, the user is not unsubscribed.
    • Users that the usage admin has flagged as excluded are not allocated, even if other members of the user set are allocated. The usage admin can unexclude a user so that the user can be allocated.

    Why a user is not subscribed when you add a user set

    • The user set is empty (contains no users).
    • The user had been excluded from the subscription.
    • The user had already been directly allocated
    • Another user set added the user (duplicate user)
    • A user could not be allocated because adding the user would exceed the subscription limit. In this case, all users in the user set are set to the Pending state. The names of the users are listed in the Pending Users related list.

    Why a user is not unsubscribed when you remove a user set

    • The user set is empty (contains no users).
    • The user was already directly allocated
    • The user is added from another user set
    • Build a subscription user set

      You can create a user set using either or both of two methods: Configure a filter (for example, filter by role) that selects particular users from the User [sys_user] table or specify a particular set of user groups from the Group [sys_user_group] table.

    • Add a user set to a subscription

      When you add a user set to a subscription, all users in the user set are allocated to the subscription.

    • Auto-sync a subscription to user set updates

      You can configure any subscription to check user sets regularly to find users who were added or removed. The system regularly subscribes or unsubscribes users based on updates to user sets.

    • Remove a user set from a subscription

      When you remove a user set from a subscription, the system attempts to unsubscribe all users in the set. User sets are removed regardless of the Auto-sync with user sets setting.

    • Delete a subscription user set

      You can delete a subscription user set only if no subscriptions use the user set.

    Related tasks
    • Exclude a user from a subscription
    • Remove a user from the Excluded list
    • Manage users in the Pending state

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    Release version
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      Subscription user sets

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Subscription user sets

      User sets make it easy to specify which users should be allocated to a subscription. You can use roles, user groups, or both roles and groups as the conditions for a user to be a member of a user set (for example, everyone with the fulfiller role in the "IT department" group).

      Auto-sync

      When you add a user set to a subscription, the system attempts to subscribe all users in the user set. The system updates the members in a user set whenever a user update causes the user to meet or fail to meet the criteria for the user set. For example, if a user loses the "fulfiller user" role, the user is removed from the user set.

      To make subscriptions self-maintaining, you can auto-sync a subscription. The system then regularly subscribes or unsubscribes users based on updates to the user sets that are assigned to the subscription. The option is described in Auto-sync a subscription to user set updates.

      Note: Even if you select the Auto-sync with user sets option, you can update, remove, or manually synchronize the user set at any time.

      How users are subscribed and unsubscribed

      • When you add a user set to a subscription, the system allocates all users in the user set to the subscription, up to the purchased subscription limit.
      • You can add a user set to any number of subscriptions.
      • Users that are allocated from multiple user sets are subscribed only one time.
      • In the case that adding the users would exceed the subscription limit, then none of the users in the user set are subscribed. Instead, all users in the user set are set to the Pending state and are listed in the Pending Users related list.
      • When you remove a user set from a subscription, the system attempts to unsubscribe all users in the set. If a user is added from another user set, however, the user is not unsubscribed.
      • Users that the usage admin has flagged as excluded are not allocated, even if other members of the user set are allocated. The usage admin can unexclude a user so that the user can be allocated.

      Why a user is not subscribed when you add a user set

      • The user set is empty (contains no users).
      • The user had been excluded from the subscription.
      • The user had already been directly allocated
      • Another user set added the user (duplicate user)
      • A user could not be allocated because adding the user would exceed the subscription limit. In this case, all users in the user set are set to the Pending state. The names of the users are listed in the Pending Users related list.

      Why a user is not unsubscribed when you remove a user set

      • The user set is empty (contains no users).
      • The user was already directly allocated
      • The user is added from another user set
      • Build a subscription user set

        You can create a user set using either or both of two methods: Configure a filter (for example, filter by role) that selects particular users from the User [sys_user] table or specify a particular set of user groups from the Group [sys_user_group] table.

      • Add a user set to a subscription

        When you add a user set to a subscription, all users in the user set are allocated to the subscription.

      • Auto-sync a subscription to user set updates

        You can configure any subscription to check user sets regularly to find users who were added or removed. The system regularly subscribes or unsubscribes users based on updates to user sets.

      • Remove a user set from a subscription

        When you remove a user set from a subscription, the system attempts to unsubscribe all users in the set. User sets are removed regardless of the Auto-sync with user sets setting.

      • Delete a subscription user set

        You can delete a subscription user set only if no subscriptions use the user set.

      Related tasks
      • Exclude a user from a subscription
      • Remove a user from the Excluded list
      • Manage users in the Pending state

      Tags:

      Feedback

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