Personalization Group Arrangement

Personalization groups can be created based on roles within an organization. For example, Administrators would be managed by a different group to that of a Sales or Marketing department. They have different responsibilities and requirements and therefore require different access rules and settings.

The Personalization Server assigns users to the first personalization group in the Personalization Groups node with matching membership rules. It is therefore important that personalization groups are listed in order of priority with the most relevant group at the top. This ensures users are assigned to the correct group.

Users may match the membership rules of multiple groups at different times and might even be managed by different groups depending on their circumstances at logon. For example, a user working at a different site could have different requirements and can be assigned to a different group for each site.

The Default Users personalization group is automatically included in all Environment Manager Personalization configurations and is always at the bottom of the list of groups. If a user, on an endpoint with the Personalization Agent installed, does not match the membership rules of any other group, that user would be managed by the Default Users group. Membership rules are therefore not required and cannot be defined.

Only applications and Windows Settings that are relevant to a typical user within your organization should be personalized in the default group.

Order a List of Personalization Groups

  1. In the User Personalization navigation pane select Personalization Groups.
  2. Select a personalization group.
  3. From the Edit ribbon, click Move Up and Move Down to change the order of the personalization groups.

    Default Users is always be the last personalization group and cannot be moved.

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