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Add or Remove Contact Groups From a Contact

Published on : April 26, 2022

How to add a contact group to a contact

To add a contact group to a contact, follow the given steps:

  • Open the Contact profile page.
  • Select the Contact Groups tab.
  • On the right, click the Add Contact Group button to open a dialog box.
  • Select the contact groups and click the Add button.
  • The selected contact groups will be listed. Before you save, you can remove the contact group and change the ticket access scope.
  • Click the Save button to save the contact group.


How to change a primary contact group

  • Open the Contact profile page.
  • Select the Contact Groups tab.
  • To change the primary contact group, click the Star icon highlighted in the image as follows:


How to change the ticket access scope

  • Go to the Contact profile page.
  • Select the Contact Groups tab.
  • Toggle switch button.
  • If checked, the end user will be able to see all the tickets associated with the contact group.
  • If unchecked, the end user will only be able to see their own tickets associated with the contact group.


How to remove the mapped contact group

  • Open the Contact profile page.
  • Select the Contact Groups tab.
  • Click the remove button as highlighted to open a dialog box.
  • Select the Yes, remove option to remove the contact group.

Note: Adding or removing a contact groups to a contact are applicable when you enable the Multiple Contact Groups feature.


Permission for adding a contacts to contact group

To add contacts to a contact group, you should enable the Create or edit contact permission.

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