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How to Add and Remove Contacts From a Contact Group

Updated on : August 26, 2022

How to Add a Contact to a Contact Group

Adding contacts to a contact group can be accomplished in two ways namely:

  • Adding existing contacts
  • Adding a new contact

Adding Existing Contacts

To add existing contacts, follow the steps below:

  1. Open Contact group profile page.
  2. At the top right, click the Add contact button.
Contact Group Profile Page
Contact Group Profile Page
  1. Select Existing to open a dialog box.
  2. Select the contacts and click the Add button.
  3. The selected contacts will be listed. Before you save, you can remove the contacts and change the ticket access scope.
  4. Click the Save button to add the contacts.
Add Existing Contact Dialog
Add Existing Contact Dialog


Adding A New Contact

To add a new contact, follow the steps below:

  1. Open Contact group profile page.
  2. At the top right, click the Add contact button.
  3. Click New option to add the new contact.
Contact Group Details
Contact Group Details
  1. Select the contacts group you wish to add the new contact and click the Add button.
Add the Contacts Tab
Add the Contacts Tab


Removing a mapped contact

To remove a mapped contact, follow the steps below:

  1. Go to the Contact group profile page.
  2. Select the Contacts Tab.
  3. Click the remove button as highlighted to open a dialog box.
  4. A confirmation dialog box will appear. Select the Yes, Remove option to remove the contact.
Remove Contact Icon
Remove Contact Icon


Changing the ticket access scope

To change the ticket access scope, follow the given steps:

  1. Go to the Contact group profile page.
  2. Select the Contacts Tab.
  3. Toggle the switch button.
Switch Button
Switch Button

Note:

  • If view all tickets is switched on, the end user can see all the tickets associated with the contact group.
  • If view all tickets is turned off, the end user can only see their own tickets associated with the contact group.

Permission for adding contact

For adding contacts to a contact group, you must have the Create or edit contact permission enabled.

Create or Edit Contact Permissions
Create or Edit Contact Permissions

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