Group Level Rules

To see all group rules, navigate to Administration > Retention > Rules > User Groups.

Creating a New Group Rule

To create a new rule, navigate to the group from Administration > Groups, click the Retention tab, and then on the Modify button. Select a definition from the drop-down or add a new definition by selecting a new definition at the bottom of the definition list. By default, the rule is in an active state and automatic deletion is turned off.

  • As mentioned in the administration guidelines section, always prefer high level over low-level rules. Before creating a user-level rule, consider creating it on a group-level instead and adding the user to the group. Having the rule at a group-level will allow you to apply it to new users by adding them to the group instead of creating additional rules.