Create a Security Group

    To create a security group, complete the following steps:

    1. Click Create above the table.

    2. In the Select a Group type panel, select to create the group in Microsoft 365 tenant, and select Security group as the group type. Click Continue to proceed.

      For more information about group types, refer to .

    3. Complete the basics for the group, including:

      • Name – Enter the name of the group.

      • Description – Enter an optional description for the group.

      Click Continue to proceed or click Back to go back to the Group type selection step.

    4. Manage membership, including:

      • Microsoft Entra roles can be assigned to the Group – If this is enabled, you can assign roles defined in your Microsoft Entra ID to this group.

      • Membership type – Select from Assigned or Dynamic user.

        For a group with Assigned membership type, you need to manually assign owners and members for this group.

        For a group with Dynamic user membership, you can configure rules to automatically manage membership for this group. To manage the membership, complete the following steps:

        1. In the Owners field, select the users you want to assign as owners.

        2. Click Customize rules for membership. The Customize rules for membership window appears.

        3. To add a rule for the user membership management, select a condition and enter a value for the rule. If you want to add more than one rule, click Add rule to add more rules.

        4. Click Save to save the rules and go back to the Manage membership panel.

    5. Click Save.