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Group Templates

The Group Templates page allows administrators to define templates for creating groups. These templates can speed up the process of creating new groups by pre-defining certain group parameters. Once a template is created, it can be reused multiple times to create new groups with similar settings.

Action Buttons

Add Group TemplateDeploy Group Templates

Column Details

Column
Description

Display Name

This is the name that will be given to the group when a group is created using this template. It should be unique and descriptive.

Description

This field should contain a more detailed explanation of the group's purpose. This might include information about who should be added to the group, what resources the group provides access to, or any other information that helps describe the group.

Username

The username of the creator of the group template.

Group Type

The type of group that the template creates. Options include:

  • Azure Role Group

  • Security Group

  • Distribution List*

  • Mail Enabled Security Group

  • Dynamic Group*

Allow External

Are external people allowed to email this group?

*Additional Fields for Specific Group Types

For some types of groups, additional fields become available when that type is selected:

  • Allow External: For Distribution Lists, a checkbox labeled "Let people outside the organization email the group" becomes available.

  • Dynamic Group Parameters: For Dynamic Groups, a text box for entering the dynamic group parameters syntax becomes available e.g.: (user.userPrincipalName -notContains "#EXT#@") -and (user.userType -ne "Guest").

Table Actions

Action
Description
Bulk Action Available

Edit Template

Opens the Edit Template page for the selected template

Save to GitHub

Saves the template to your GitHub repository

Delete Template

Deleted the template

More Info

Opens the extended info flyout


Feature Requests / Ideas

We value your feedback and ideas. Please raise any feature requests on GitHub.

Add Group Template

This page will allow you to create a group template for ease of deployment to your clients' tenants. Enter the group's "Display Name", "Description", and "Username" before selecting the radial for the group type you'd like to set.

Additional Group Type Settings

Group Type
Additional Settings

Azure Role Group

None

Security Group

None

Microsoft 365 Group

None

Dynamic Group

Dynamic Group Parameters (see below)

Dynamic Distribution Group

Dynamic Group Parameters ( see below)

Distribution List

Let people outside the organization email the group - Allows the group to receive messages from both inside and outside the organization.

Mail Enabled Security Group

None

Dynamic Group Parameters: For Dynamic Groups, a text box for entering the dynamic group parameters syntax becomes available e.g.: (user.userPrincipalName -notContains "#EXT#@") -and (user.userType -ne "Guest").


Feature Requests / Ideas

We value your feedback and ideas. Please raise any feature requests on GitHub.

Deploy Group Templates

Streamline group creation across multiple tenants in Microsoft 365

Overview

The Deploy Group Templates page provides an interface for creating and deploying group templates in Microsoft 365. This feature offers an easy and efficient way to manage group creation, allowing users to select from a list of pre-defined templates and apply them across chosen tenants.

This document provides a step-by-step guide on how to navigate and utilize the Deploy Group Templates page.

1

Tenant Choice

In this step, you choose the tenants for which you want to create the group. Each tenant has a displayName and defaultDomainName.

2

Choose Template

In this step, you can choose to apply one of the previously created templates or manually enter the group information. If you opt for a template, select it from the dropdown menu. The page will automatically populate the rest of the fields based on the chosen template.

However, you have the flexibility to adjust the options as needed:

  • Group Type: Select the type of group. Options include Dynamic Group, Security Group, Distribution Group, Azure Role Group, and Mail Enabled Security Group.

  • Group Display Name: Enter the name that will be displayed for the group.

  • Group Description: Provide a brief description of the group. This field is optional.

  • Group Username: Specify the username for the group.

  • Let people outside the organization email the group: Check this box if you want the group to be able to receive emails from outside the organization. This option is available only for Distribution Groups.

  • Membership Rule: If you chose Dynamic Group as the group type, you can specify the rule for membership here.

Remember, the options presented depend on the Group Type selected. For instance, the "Membership Rule" field only appears if you select "Dynamic Group" as the Group Type.

For more details on these settings, please refer to Group Templates.

3

Review and Confirm

In this step, you review your input and confirm to apply. The application sends a POST request to the AddGroup endpoint listed below with your input as values.


Feature Requests / Ideas

We value your feedback and ideas. Please raise any feature requests on GitHub.

Edit Group Template

This page allows you to adjust the settings for your group template.


Feature Requests / Ideas

We value your feedback and ideas. Please raise any feature requests on GitHub.