> For the complete documentation index, see [llms.txt](https://docs.sprinto.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinto.com/data-library/people/dashboard-actions/automate-staff-scoping.md).
# Automate Staff Scoping
Automating staff scoping helps you manage which employees are included in your security programme without manually updating each staff member. You can create staff groups based on employee attributes or manually selected members, import groups from supported identity providers, and use them to automatically mark staff as In scope or Not in scope for compliance monitoring.
### Before you begin
* Ensure your staff have been imported into Sprinto from an identity provider or HRMS, or added manually.
* To create dynamic staff groups, the required staff attributes (such as role, department, or reporting manager) must be available in Sprinto.
### Create a staff group
You can create staff groups manually or dynamically using staff attributes.
1. Log in to the Sprinto dashboard.
2. Navigate to **Data Library** > **People**.
3. Select the **Configuration** tab.
4. Under **Automate staff scoping using groups**, click **Set up staff group**.
5. In the dialog, click **Create group**.
6. Enter a **Group name**.
7. Choose one of the following options:
1. **Group staff using attributes** to automatically include staff who match specified conditions.
2. **Group staff manually** to select individual staff members.
#### Create a dynamic staff group
1. Select **Group staff using attributes**.
2. Choose a staff attribute, operator, and value to define the grouping rule.
3. Add additional rules or rule groups if required.
4. Review the list of matching staff members.
5. Click **Create staff group**.
The group automatically includes staff members who match the configured conditions.
#### Create a manual staff group
1. Select **Group staff manually**.
2. Select the staff members you want to include in the group.
3. Click **Create staff group**.
The selected staff members are added to the new group.
### Import staff groups from your identity provider
If your identity provider or HRMS supports groups, you can import them into Sprinto instead of creating them manually.
1. Navigate to **Data Library** > **People** > **Configuration**.
2. Under **Automate staff scoping using groups**, click **Manage**.
3. Click **Import group**.
4. Select the identity provider or HRMS from which you want to import groups.
5. Review the provider details.
6. Click **Add**.
Sprinto imports the available staff groups and begins synchronising them with your provider.
{% hint style="info" %}
#### Note
Group synchronisation may take a few minutes depending on the number of groups and users.
{% endhint %}
### Configure automated staff scoping
After creating or importing staff groups, configure which groups are considered in scope.
1. Navigate to **Data Library** > **People** > **Configuration**.
2. Under **Automate staff scoping using groups**, click **Not Configured** next to **Staff group status**.
3. In the **Staff scope for infosec program** panel, choose one of the following options:
* **All staff members are marked as in-scope** to include every employee.
* **Smart scoping based on staff groups** to scope staff based on selected groups.
4. If you selected **Smart scoping based on staff groups**, select the staff groups you want to mark as in scope.
5. Click **Mark \ group(s) as in-scope**.
Sprinto automatically marks members of the selected groups as **In scope**, while members of other groups are marked as **Not in scope**.
{% hint style="warning" %}
#### Important
Switching between **All staff members are marked as in-scope** and **Smart scoping based on staff groups** reverses any previous scoping changes.
{% endhint %}
### Manage staff groups
After staff groups are created, you can manage them from **Data Library** > **People** > **Configuration** > **Manage**.
From here, you can:
* View all available staff groups.
* Create additional staff groups.
* Import more groups from connected identity providers.
* Review the members of each group before using them for automated scoping.
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