Context
I’m working on a Qualtrics implementation where users access the platform through Single Sign-On (SSO) integrations. Within this setup, we have multiple user groups and access levels that determine which dashboards and tickets each person can view.
The Challenge
We currently have two main user types — one tied to a specific branch, and another that oversees multiple branches within a cooperative-like structure. Recently, a third type of user emerged: a “Shared Guardian,” responsible for more than one cooperative.
To support this new type of user, I need to adjust the ticket group rules so they can correctly include these users based on specific metadata attributes.
What I’m Trying to Solve
I’m looking for the best approach to update or extend the existing logic in Qualtrics to:
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Dynamically include these “Shared Guardian” users in the correct ticket groups;
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Ensure the rule structure remains stable and scalable as new user configurations appear;
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Maintain security and correct data access boundaries across user roles.
The update would be in the automatic role assignment within Ticket Groups
