---
title: "Configure Automatic Group Membership | Opensense"
slug: "configure-automatic-group-membership"
description: "Learn how to automatically add users to Opensense Groups based on profile fields like job title, department, or location using query-based membership rules."
updated: 2026-04-30T20:30:59Z
published: 2026-04-30T20:30:59Z
canonical: "help.opensense.com/configure-automatic-group-membership"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.opensense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Automatic Group Membership in Opensense

## Overview

Dynamic membership lets you automatically add users to a Group based on their profile fields, such as job title, department, or location. Instead of adding users manually, you write a query that keeps group membership up to date.

## Before you start

You'll need:

- Admin access to your Opensense account
- The exact field values stored in your user profiles (e.g., exact job title strings)

## Step-by-step guide

### Step 1: Open or Create a Group and select the Dynamic tab

Navigate to **Groups** under the **Manage** tab, open the Group you want to configure, and click the **Dynamic** tab under **Membership** to access the query editor.

### Step 2: Write your query

Type your query into the **Query** field using the syntax `fields.fieldname` followMd by an operator and a value in single quotes. The most common field to filter on is `fields.title` (job title), but you can use any user profile field.

## Query syntax reference

### Field name format

Always reference fields using dot notation: `fields.fieldname`. Replace `fieldname` with the actual field key from your user profile (e.g., `fields.title`, `fields.department`, `fields.location`).

### Comparison operators

| Operator | Meaning | Example |
| --- | --- | --- |
| `==` | Field value matches exactly | `fields.title == 'Account Executive'` |
| `contains` | Field value contains the quoted text | `fields.title contains 'Sales'` |
| `!=` | Field value does not equal the quoted text | `fields.department != 'Engineering'` |

### Logic operators

| Operator | Meaning | Example |
| --- | --- | --- |
| `and` | Both conditions must be true | `fields.department == 'Sales' and fields.location == 'New York'` |
| `or` | Either condition can be true (used to match multiple values) | `fields.title == 'Account Executive' or fields.title == 'Sales Rep'` |

**Tip:** Use `==` when you know the exact field value. Use `contains`when users may have slightly different titles that share a common term (e.g., "Senior Sales Rep" and "Sales Rep" would both match `fields.title contains 'Sales Rep'`).

## Examples

### Match a single job title

Add all users whose title is exactly "Account Executive":

`fields.title == 'Account Executive'`

### Match multiple job titles

Add users with any of several titles by chaining conditions with `or`:

`fields.title == 'Account Executive' or fields.title == 'Sales Rep' or fields.title == 'Regional Sales Manager'`

### Match by department and location

Add users who are in the Sales department AND located in Chicago:

`fields.department == 'Sales' and fields.location == 'Chicago'`

### Exclude a group of users

Add all users except those in the Engineering department:

`fields.department != 'Engineering'`

## Troubleshooting

### No users are being added despite a valid-looking query

Field values in queries must match what is stored in user profiles exactly, including capitalization. A query using `==` is case-sensitive.

**Steps to fix:**

1. Open a user profile that should match your query and note the exact field value as it appears.
2. Update your query to match that value exactly, or switch from `==` to `contains` to allow for casing variation.
3. Save the query and allow a moment for the Group to refresh.

**How to verify it's fixed:** The matching users will be displayed under the **Dynamic** membership tab in the Group.

### More users are being added than expected

A broad `contains` value will match any field **value** that includes that substring. For example, `contains 'Manager'` matches "Account Manager," "Marketing Manager," and any other title containing that word.

**Steps to fix:**

1. Review your query for any `contains` conditions that may be too broad.
2. Replace `contains` with `==` for each condition that should match an exact title.
3. Save the query and review the **Users** tab to confirm membership is now correct.

**How to verify it's fixed:** The matching users will be displayed under the **Dynamic** membership tab in the Group.

### The query field shows an error or does not save

Syntax errors prevent the query from saving. The most common causes are missing single quotes, uppercase operators, or stray characters.

**Steps to fix:**

1. Confirm all string values are wrapped in single quotes (e.g., `'Account Executive'`).
2. Confirm all operators are lowercase: `and`, `or`, `contains`.
3. Remove any line breaks, extra spaces, or special characters from the query.
4. Re-enter the query and attempt to save again.

**How to verify it's fixed:** The query saves without an error message and the **Dynamic** membership tab populates with matching members.

## Still having issues?

Contact our support team at [help@opensense.com](mailto:help@opensense.com).

**When contacting support, please include:**

- The full query string you entered
- A screenshot of any error message displayed
- An example of a user who should be matching but is not (or vice versa)