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.
