Creating a New Group

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Creating a New Group

To create a new group:

  1. Log in to the admin portal as an administrator.
  2. Click My Contacts or Global Contacts.
  3. Click New > New Group.
  4. In the Group Settings window, enter the contact information.
  5. Click Save.


Note

  • Groups created under My Contacts are private to you, and those created under Global Contacts are visible to all users in the organization.
  • When adding a group under Global Contacts, you can set if the group is visible by all users or selected users.

When you select Selected Users, you can choose the users to be included in the group.


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