Using IdeaScale’s SSO there are two different ways to create user groups:

  1. Using IdP groups can be ‘mapped’ directly to groups in IdeaScale  
  2. Ask a profile question and configure groups based on the profile question, instructions below:

Part 1
First create the profile questions
- Community Settings --> Member Management --> Member Profile questions 

Below is a screenshot of the panel used to create the profile questions. Profile questions are designed to capture information about each user. When this feature set is paired with IdeaScale’s group function (instructions in Part II below), users will be segmented into groups according to the response given for each profile question.

  1. Label - the question asked to users (example: What department are you in)
  2. Expected Response Type – what type of answer (screenshot below)                      a) Typically for SSO populated profile questions, single line text is better (because single choice requires all the valid options to be predefined)

3. Show in Registration Form - This serves the question to the user during the registration process. This field is not relevant to this article because users will not register (the will sign in with SSO) and the SSO configuration will result in the questions being answered anyway.
4. Required
– enable if users must respond to question
5. Private Field
– enable if response should be confidential
6. Moderator Field
– enable if you want this field to only be visible to moderators, this field will override private fields 

Part II
After creating the profile questions to go: Community Settings --> Single Signon Settings 

  1. Under Single Signon Configurations there will be a ‘Map Attributes’ link 

    2. This is where you will map your attributes to create groups based off of the              profile questions 

Part III
After enabling SSO go to: Community Settings -->  Member Management --> Groups 

  1. Here is where you will create the user groups 
  2. Under general settings you will create the group’s name and update other settings 
  3. Toggle to Assignment Method (screenshot below)
  4. Enable ‘Auto Assign by SSO’ (this toggle will not appear if SSO has not been created yet)
  5. Choose what response from the profile question is needed for the user to be automatically added into this particular group 

**Pro tip – under ‘Groups’ you will also be able to manage the members within the group and see how many users are in a particular group 

Did this answer your question?