Add Users To Security Group activity

An activity that adds users to a security group in Microsoft 365.


Add Users To Security Group activity

Configure the Add Users To Security Group activity

To configure the Add Users To Security Group activity, do the procedure in this topic.

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Microsoft 365 Administration tab.

    Open MS Office 365 Administration tab
  3. On the Microsoft 365 Administration tab, drag the Add Users To Security Group activity onto your process.

    Drag Add Users To Security Group activity

General Configuration

Specifies the basic settings for the Add Users To Security Group activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Add Users To Security Group Configuration

Specifies how to add Microsoft 365 users to a security group.

Figure: Add Users to Security Group Configuration screen

Add Users to Security Group Configuration screen

Fields

Field NameDefinition

Microsoft 365 Administration

Function:
Specifies the access token that connects to your Microsoft 365.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon

Opens this Screen:
Access Token for Microsoft 365
Function of this Screen:
Configure an access token to connect to Microsoft 365.

User Names

Function:
Specifies the name of the users to add to a security group in Microsoft 365.
Accepted Values:
One or more user names from the list.

The user name list populates after you select your Microsoft 365 access token.

Default Value:
None
Accepts Process Data Variables:
No

Security Group

Function:
Specifies the name of the security group in Microsoft 365 to add the users to.
Accepted Values:
A valid Microsoft 365 security group name.
Default Value:
None
Accepts Process Data Variables:
Yes