Add or Remove Group Membership Crate

What does the Add or Remove Group Membership Crate do?

Our Add or Remove Group Membership Crate provides a form-based interface that enables adding or removing a user from Microsoft groups, whether in on-premises environments or Microsoft 365 cloud-based groups. This Crate:

• Facilitates seamless addition or removal of users from on-premise Active Directory or Microsoft 365 groups

• Works with both security and distribution groups across environments

• Supports the management of multiple users within a single submission, ensuring faster group membership updates via batch processing

• Can be combined with other Rewst workflows for automation across onboarding, offboarding, or user-role changes

This Crate only handles membership changes, not group creation. It focuses on simple add or remove operations and does not manage nested group hierarchies.

Crate prerequisites

The Microsoft Graph integration and Microsoft Exchange integration, both a part of our Microsoft Cloud Bundle, must be set up before unpacking this Crate.

If you'll be using the Crate for any on-premisese environments, you'll need to have your RMM integrated with Rewst before unpacking the Crate.

Unpack the Add or Remove Group Membership Crate

1. Navigate to Crates > Crate Marketplace in the left side menu of the Rewst Platform.

2. Search for Add or Remove Group Membership.

3. Click on the Crate tile to begin the unpacking process.

4. Click Unpack Crate.

5. Click Continue.

6. Note that you have the option under the Form Submission accordion menu to activate the Crate for all future organizations in addition to the current one. Current org-only is the default. You may also set activation to certain tags, trigger criteria, or for integration overrides.

7. Click Unpack Crate.

Use the Add or Remove Group Membership Crate

1. Navigate to Automations > Forms.

2. Search for [Rewst Master v2] Groups - Add or Remove Membership.

3. Click ⋮ > Usages > View Direct URLs.

   
4. Copy the URL and paste it into a new tab or browser window.

5. Choose the organization you'd like to run the form on from the List Organizations drop-down selector.

6. Choose if you would like to Manage User's Groups or Manage Group's Users. Depending on your selection, the form will display different relevant options for the next step.

7. If choosing Manage User's Groups:

   1. Choose your relevant user from the populated list in the List Users drop-down selector.

   2. Choose if you would like to Add Groups to User or Remove Groups from User.

      1. If choosing add, use the List Current Group Membership drop-down selector to indicate which groups should be excluded from removal. Then, select your groups from the List AAD Groups and List OnPrem Groups drop-down selectors.

      2. If choosing remove, use the List Current Group Membership drop-down selector to indicate which groups should be excluded from removal.

   3. Click Submit.

8. If choosing Manage Group's Users:

   1. Choose your relevant user from the populated list in the List Users drop-down selector.

   2. Choose if you'd like to Add Members to Group or Remove Members From Group.

   3. Make your selections in the List OnPrem Groups drop-down selector.

   4. Choose if you would like to Add Members to Group or Remove Members from Group.

   5. Click Submit.