Is there a way to automatically add a user to a group based on a Custom Field? I have a group that is specific to “Consultants” and I want to add these users to the Consultants group if they answered True to this question. Ideas?

This is now possible using the Automation plugin. :tada: You can read more about it here - Add users to groups through custom field automation

Not sure why this topic got “automatically bumped” after two years, but it’s timely. I would use such a plugin. I have investors who need to self-certify that they meet certain criteria before they can see the private category. Right now it’s a manual process- they send me a private message saying they meet the criteria, and I manually add them to the group. It would be great if they could self-certify by ticking a box.

[image] Mark_Schmucker: Not sure why this topic got “automatically bumped” after two years We enabled this here to help us clean up old/unanswered/irrelevant topics. [image] Mark_Schmucker: but it’s timely They are, more often than not :wink: [image] Mark_Schmucker: It would be great if they could self-certify by ticking a box. I’m afraid the only way to do that right now hasn’t changed. You still need to build a plugin.

Group based on Custom Field

Product Support

pfaffman (Jay Pfaffman) September 8, 2016, 10:03pm 2

No. You’d need a plugin to do that.

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Group based on Custom Field

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