In this article

This article covers how to create, edit, prioritize, and delete Collections in the DNSFilter dashboard. 

Collections group users and apply filtering policies based on identity. Each Collection can include members from any combination of identity sources: Roaming Client users, Microsoft Entra users and groups, and Active Directory (AD) Sync users and groups.

When a user matches multiple Collections, the highest-priority Collection applies. Users who match no Collection fall back to the next available policy assignment—LAN Subnet, Roaming Client, Site—unless a Users policy assignment is applied.

Collections management dashboard

Access Collections from the DNSFilter dashboard: navigate to Identities and select Collections.

The dashboard supports search, filtering, CSV exports, and column preferences. Additional columns—including per-source member counts, first/last date a user was seen, description, and date fields—are available through Preferences.

Create a Collection

1. From the Collections grid, select + Add Collection
2. Enter a Name (required) and an optional Description
3. Select a Policy/Schedule and Block Page, or leave both set to Inherit from Roaming Client
4. In the Sync Selection section, select a source from the Select Source dropdown
5. Select the Groups or Users tab and select members to add to the Collection
6. To add members from additional sources, select a new source from the dropdown. Previous selections are preserved
7. Select Save

The new Collection appears in the Collections grid.

✍️ Only direct group memberships are supported for Entra and AD Sync sources. Nested group memberships are not provisioned.

Edit a Collection

From the Collections management dashboard, select the Collection Name or the pencil icon in the Actions column to open the edit view. The edit view is identical to the create view, with existing configuration pre-populated. Select Save to apply changes.

Set Collection priority

Priority determines the order in which Collections are evaluated. To reorder Collections, select and drag the row using the handle in the Priority column.

Priority reordering is disabled when a filter or search is active.

Delete a Collection

Deleting a Collection permanently removes it. Affected users fall back to the next available policy assignment: User, LAN Subnet, Roaming Client, or Site.

Delete a single Collection: From the Actions column, select the trash icon and confirm the deletion.

Delete multiple Collections: Select the checkboxes next to the Collections to delete, select Delete from the bulk actions menu, type DELETE to confirm, and select Delete.

Related content

• Set up Identity Sync with Microsoft Entra
• Manage Identity Connections