This guide defines the purpose of contact groups and explains how to add, edit, and delete a contact group.
Contact groups are used in conjunction with workflows and case management, where a subset of individuals can be defined as part of email notifications or when being assigned manual interventions/cases. Groups or users within a group need to be created or exist first before they can be added as an attribute within a workflow or showing as being available within interventions.
Permissions
The ability to create and manage contact groups is controlled by the 'Contact Group' access profile permission, with permissions separated across Edit, Add, Delete and Access functionality.
How to Add a Contact Group
- Log in to the SEAtS Admin site
- Navigate to Users
- Click Contact Groups
- Click on the +Add icon
- Complete the Name and Description fields
- Search for the user you wish to add to the contact group
- When the user is located, click the +Add icon to add them
- Repeat for each user to be added
- Click Save
- Log in to the SEAtS Admin site
- Navigate to Users → Contact Groups
- Click on the contact group to edit
- Add users by clicking the +Add icon, or remove users by checking the checkbox next to them and clicking Delete
- Log in to the SEAtS Admin site
- Navigate to Users → Contact Groups
- Check the box next to the contact group to delete
- Click Delete
📝 Note: A user must be added when creating a contact group. If a contact group with no users is required, contact SEAtS support or add an admin/dummy user.
How to Edit a Contact Group
How to Delete a Contact Group
Need more help?
Reach the SEAtS team directly, or browse more articles in the Getting Started topic.