Question:
Auto Managed groups are a feature of Dynamic Access Control. Once User Role Setup records are created, users see Auto Managed Groups appear.
Is there a way to extract Auto Managed Groups with user information?
Answer:
The best way to extract Auto Managed Groups is to use Reports. Users can follow the steps below to create the report:
- Navigate to Admin --> Configuration --> Report Type.
- Click the Create button.
- Select Group as the Primary Reporting Object.
- Click the Add Related Object button and select Membership (Child).
The report configuration appears as shown below:
- Save the Group with User report type.
- Navigate to the Report tab.
- Create a report with the Group with User report type.
- Add a filter: Group Type equals Auto Managed and add necessary columns.
- Run and save the report.
- Export the report to Excel.
Related Documentation:
Vault Help Documentation: Auto Managed Groups