---
title: Automate License Assignment Using Groups
description: Use Groups from your identity provider to automatically assign and unassign licenses.
---

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# Automate License Assignment Using Groups

## Use Groups from your identity provider to automatically assign and unassign licenses.

Setyl integrates with Microsoft Entra, Okta, and Google Workspace to automatically sync Groups and Group membership. When someone joins or leaves a Group in your identity provider, their license assignments in Setyl update automatically. This guide covers how to set up Groups in Setyl and use them to create license automation rules.

---

### What are Groups in Setyl?

Groups are a native concept in identity providers such as Microsoft Entra, Google Workspace, and Okta, where they are used to organize people and manage access to applications. If your organization uses one of these providers, you likely already have Groups defined there.

Setyl can import these existing Groups and display them as an organizational attribute on each person's profile, visible under the **Status & Assignments** section alongside their Department, Location, and Legal Entity. Once imported, Groups remain in sync with your identity provider on an ongoing basis, reflecting any membership changes automatically.

Once Groups are present in Setyl, they can be used to create license automation rules, ensuring that license tracking remains accurate and eliminating the need to manually assign or unassign licenses.

---

### How to add Groups to Setyl

Groups can be added to Setyl either manually or by automatically importing them from a connected identity provider.

To manually add a Group:

1. Navigate to **Organization → Groups**.
2. Click **+ Add new Group**.
3. Enter a name for the Group and click **Add a Group**.

Groups can also be automatically imported into Setyl from Microsoft Entra, Google Workspace, or Okta. This requires a connected integration and a one-time data mapping configuration.

To automatically import Groups from an integration: 

1. Navigate to **Settings → Integrations**, locate your identity provider, and click **Connect**. Follow the steps for your provider.
2. Navigate to **Settings → Company Settings** and select the **Data Mapping** tab.
3. Under **People Data Mapping**, locate the **Groups** field, and use the dropdown to select your integration as the source.
4. Click **Save**.

Once imported, Groups will appear under **Organization → Groups** and on each person's profile under **Status & Assignments**. 

Note: Groups will be imported on the next scheduled sync. To import them immediately, a manual sync can be triggered.  See [How to trigger a manual sync for an integration](https://help.setyl.com/integration-manual-sync?hsLang=en) for instructions.

---

### How to automatically assign and unassign a license using Groups

To create an automated license assignment rule:

1. Navigate to **Apps → All Apps** and select the app containing the license you want to automate.
2. Select the **Automation** tab and click **+ Add Rule**.
3. Select your automation mode: 
     - **Fully Automated** — people are automatically assigned and unassigned from the license based on their Group membership.
     - **Semi Automated** — people are automatically assigned to the license when they join the Group, but unassignment must be handled manually.
4. Under **Select License**, choose the license you want to automate.
5. Select **Assign and unassign based on the following Groups**.
6. Use the **Groups** dropdown to select one or more Groups to base the rule on.
7. Click **Add Rule**.

Setyl will immediately apply the rule to all current members of the selected Group(s) and will continue to update assignments automatically as membership changes in your identity provider.

**Note:** A single app can have multiple automation rules, allowing different licenses within the same app to be assigned to different Groups. 

---

### Troubleshooting: someone wasn't assigned

- **Check the rule.** Open the App, select the **Automation** tab and check that the rule uses the right License and Groups.
- **Check the Person's Groups.** Open their profile and look under **Status & Assignments**. If the Group isn't shown, it hasn't synced from your identity provider yet. Trigger a manual sync.
- **Check their status.** Only People who are Onboarding, Active or Offboarding can be assigned.
- If it still isn't working, contact us on live chat or at [hello@setyl.com](mailto:hello@setyl.com).

### Additional resources

For help setting up your identity provider integration, see the relevant guide:

[Microsoft 365 integration guide](https://help.setyl.com/setyls-microsoft-365-azure-active-directory-integration-a-comprehensive-guide?hsLang=en)

[Google Workspace integration guide](https://help.setyl.com/setyls-google-workspace-integration-a-comprehensive-guide?hsLang=en)

[Okta Integration Guide](https://help.setyl.com/integrating-setyl-and-okta-the-complete-hr-iam-guide?hsLang=en)

 

For further assistance please use the live chat at the bottom of the screen, or email us at hello@setyl.com.

 

 

 

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