---
title: Auto-Add Members to Groups Based on Membership Type, Company, and Profile Fields
description: This guide will walk you through configuring group settings to automatically add members based on shared membership type, company, and profile fields.
---

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# Auto-Add Members to Groups Based on Membership Type, Company, and Profile Fields

## This guide will walk you through configuring group settings to automatically add members based on shared membership type, company, and profile fields.

**[Condition: People Attribute](https://support.tradewing.com/knowledge-base/group-settings#people-attribute)**

**[Condition: Company Attribute](https://support.tradewing.com/knowledge-base/group-settings#company-attributes)**

**[Condition: Membership Type](https://support.tradewing.com/knowledge-base/group-settings#membership-type)**

In Tradewing, you can easily form groups for individuals who share common locations, interests, committees, or other characteristics. To simplify this process and eliminate the need for manual effort, we have introduced a new feature that allows you to create groups based on specific conditions.

This includes automatically adding members with matching membership types, personal attributes, and company attributes. Additionally, you have the flexibility to select multiple criteria at once.

### **People Attribute**

User attributes are fields displayed in the Profile Information section of users. Admins can create custom user attributes directly within the admin site. These attributes can be categorized as free text, single select, or multi-select.

Members can input this data themselves, it can be imported during bulk uploads, or it may come from integrations. To learn how to create a group based on these attributes, please follow the steps outlined below.

1\) To get started, log in to the **Admin Site**, then locate the **Community section**. From there, select **Groups** and click on the **Add Group** button to proceed.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-24-2025-07-58-45-9876-PM.png?width=670&height=317&name=image-png-Apr-24-2025-07-58-45-9876-PM.png)

2\) Enter a **name** for your group and provide a **brief description** to outline its purpose. Additionally, you can customize the **digest preferences** to suit your needs.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-29-2025-03-46-07-7023-PM.png?width=670&height=318&name=image-png-Apr-29-2025-03-46-07-7023-PM.png)

3\) You also have the option to **upload** a banner image to enhance the visual appeal of your group.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-24-2025-08-39-06-7705-PM.png?width=670&height=317&name=image-png-Apr-24-2025-08-39-06-7705-PM.png)

4\) **Set permissions** to determine who can discover this group and who is eligible to join.

Learn more about creating groups [here](https://support.tradewing.com/knowledge-base/how-to-create-a-group).

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-24-2025-08-19-45-2379-PM.png?width=670&height=317&name=image-png-Apr-24-2025-08-19-45-2379-PM.png)

5\) In the Conditions section, choose **"Contacts with selected People Attributes."** Next, pick the specific people attribute you wish to use for creating your group. You can either type the attribute name or browse through the list of available people attributes.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-05-54-52-7192-PM.png?width=670&height=317&name=image-png-Apr-28-2025-05-54-52-7192-PM.png)

6\) Enter the **exact name of the People Attribute** you want to use for the group creation (for example, "United States" for a location, "Training Committee" for a committee, or "Georgia" for a state).

*It's important to check that the spelling and capitalization are correct to ensure the system accurately identifies and includes the appropriate members.*

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-24-2025-08-34-48-8223-PM.png?width=670&height=317&name=image-png-Apr-24-2025-08-34-48-8223-PM.png)

7\) Determine the **visibility settings** for your group’s content to control who can access and view the information shared within it. Once you have reviewed and confirmed that all details and configurations are correct, click the Add button to finalize the group creation.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-24-2025-08-37-29-1619-PM.png?width=670&height=317&name=image-png-Apr-24-2025-08-37-29-1619-PM.png)

8\) Once you have created the group, navigate to the **"Members"** tab to verify that the list of members matches your specified condition.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-05-21-21-4595-PM.png?width=670&height=317&name=image-png-Apr-28-2025-05-21-21-4595-PM.png)

### **Company Attribute**

Company attributes are essential fields found in the profiles of companies, sponsors, or organizations within your community. Admins can add these attributes via the admin site. Similar to people attributes, company attributes can be free text, single select, or multi-select.

While company account owners or designated admins can modify these attributes, admins also have the option to perform bulk imports of company attributes for efficiency.

When you create a group using this option, it means that if a company possesses the selected attribute, all members associated with that company will automatically be included in the group.

1\) Provide a **name for your group,** a brief description outlining its purpose, and upload a banner image to enhance its visual appeal.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-19-53-7238-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-19-53-7238-PM.png)

2) **Set permissions** to determine who can discover this group and who is eligible to join.

Learn more about creating groups [here](https://support.tradewing.com/knowledge-base/how-to-create-a-group).

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-21-47-6576-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-21-47-6576-PM.png)

3\) Select **"Contacts with selected Company Attributes."** Then, choose the specific organizational attribute you would like to use for creating your group. 

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-25-33-8595-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-25-33-8595-PM.png)

4\) **Type the exact name** of the company attribute that you want to use for including companies in your group. It is essential to check the spelling and capitalization to ensure the system accurately identifies and includes the correct members.

For instance, you can use "United States" to specify a location, "Medical Supplies" to denote a particular area of specialization, or "Healthcare" to indicate a specific industry focus.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-28-49-7131-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-28-49-7131-PM.png)

5\) Set the **visibility settings** to control which members can access and view the content within this group. Once you have reviewed and confirmed your configuration, click the Add button to complete the process.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-31-33-2126-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-31-33-2126-PM.png)

6\) **Review** the Members tab to confirm that the list of members includes those who meet your specified conditions.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-38-37-9400-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-38-37-9400-PM.png)

### **Membership Type**

For communities using Tradewing as their Association Management System (AMS) that have established membership types, you have the ability to create a group that includes all members who hold a specific membership type, or even multiple types simultaneously.

To successfully create a group, please follow these outlined steps:

1\) **Provide a name** for your group, along with a brief description that captures its purpose, and enhance its visual appeal by uploading a banner image.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-06-59-17-3262-PM.png?width=670&height=317&name=image-png-Apr-28-2025-06-59-17-3262-PM.png)

2) **Set permissions** to determine who can discover this group and who is eligible to join.

Learn more about creating groups [here](https://support.tradewing.com/knowledge-base/how-to-create-a-group).

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-04-42-2258-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-04-42-2258-PM.png)

3\) Select the checkbox for **"Members with selected Membership Type."** From there, you can either scroll through the list of available membership types or enter the name of the desired type in the search bar to find it quickly.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-07-00-5923-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-07-00-5923-PM.png)

4\) **Set the visibility options** to determine which members are allowed to view the content within the group. After confirming all your settings, click the **Add button** to finalize your group creation.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-09-16-4340-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-09-16-4340-PM.png)

5\) Go to the **Members tab** to review the list and ensure that all members are accurately reflected according to your specified condition.

![](https://support.tradewing.com/hs-fs/hubfs/image-png-Apr-28-2025-07-10-56-7477-PM.png?width=670&height=317&name=image-png-Apr-28-2025-07-10-56-7477-PM.png)

**NOTE**: You can select multiple conditions and check various options simultaneously. Additionally, you can enter multiple People Attributes, Membership Types, and Company Attributes. All individuals and organizations that match the specified attributes and membership types will be included in the group.

**Need Help?**  
If you have questions or need assistance, please reach out to **support@tradewing.com**.

 

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