Add Contact Group

To Add a Contact Group for sending Notifications

To Add a Contact Group

1

Navigate Contact Group

• From the left navigation menu, click Contact Groups.

• The All Contact Groups screen displays the list of existing groups.

2

Click on "Add Contact Group" located at the top right corner of the page.

The following option appears to add contact group.

3

The Add Contact Group panel opens on the right side of the screen.

Enter the following details:

• Name – Provide a name for the contact group.

• Shortname – Enter a short identifier for the group.

• Description – Optionally describe the purpose or type of the group.

4

Add Members in Contact Group

Under Members, select whether to add Users or Contacts:

Use the Contacts tab to add saved contacts.

• Click + Add user or + Add contact next to each member you wish to include.

• After selecting members, click Add Contact Group to save or Cancel to discard.

a) Add Users

• Click the Users tab.

• Use the Search by name field to find users.

• Click Add user to include them in the group.

• Added users are marked as Added.

b) Add Contacts

• Click the Contacts tab.

• Search and select contacts from the contact list.

• Click Add contact to include them in the group.

You can switch between Users and Contacts tabs to add members from both categories.

View Contact Groups

• Click on the newly created contact group from the list.

• The group details page shows:

  • Group name, shortname, and description

  • Added Users and Contacts

  • Creator name and creation date

Edit a Contact Group

Step 1: Open the Contact Group

• Click on the contact group card from the Contact Groups list.

• The Contact Group details page opens, displaying group information and members.

Step 2: Enter Edit Mode

• Click the Edit button at the top-right of the Group Members section or next to Contact details.

• The page switches to edit mode, enabling changes to group details and members.

Make the required changes directly in the editable fields.

Modify Group Members

You can manage members using the options below:

a) Switch Between Users and Contacts

• Use the Users or Contacts tabs to manage different member types.

b) Add or Remove Individual Members

• Click the plus (+) icon to add a member.

• Click the check (✓) icon to remove an already added member.

c) Search for Members

• Use the Search by name field to quickly locate users or contacts.

Bulk Member Actions

• Click Select All to select all visible members.

• Click Deselect All to clear the selection.

• Use Members In to:

  • Include members from other contact groups

  • Exclude members from selected contact groups

• Use Include / Exclude toggles to refine membership.

Save or Cancel Changes

• Click Save to apply all updates to the contact group.

• Click Cancel to discard changes and exit edit mode.

Delete a Contact Group

Click Delete Contact Group at the bottom of the Contact details panel to permanently remove the group.