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How to Add and Remove Contact Groups From a Contact

Updated on : August 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.
Contact Group Page
Contact Group Page
Create a Contact Group Dialog
Create a Contact Group Dialog


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:
Star Icon
Star Icon


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.
add-or-remove-contact-groups-from-a-contact


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.
Remove Contact Icon
Remove Contact Icon

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

Multiple Contact Groups Feature
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.

Create or Edit a Contact Permission
Create or Edit a Contact Permission

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