Manage Members of a Filter-Based Notification Group

Premium Feature Contacts procedure

A filter-based notification group automatically adds accounts based on a specific criterion (for example, they all have the Participant role). Like a standard notification group, when you select a filter-based notification group, you can view notification group details (name and description), its level of access (private or shared with administrators), member details, and the notification group’s history. However, you cannot add specific accounts or remove any accounts from the notification group. These actions take place in the Admin View.

For example, for WebEOC Nexus users, if a user leaves the WebEOC Nexus users group, the change is made in the Admin View and the user is automatically picked up by the filter when a notification is sent.

If you need to change a filter-based notification group in Contacts, change the recipients by removing the filter and applying another filter.

To manage accounts in a filter-based notification group

This procedure assumes that you have already created a filter-based notification group. See Create a Notification Group.

  1. In the main menu, click Contacts.

  2. Click the Notification Groups tab.

  3. Click the row that contains the notification group. The notification group details open on the right.

  4. Click Members.

    • The accounts that meet the current filter's criteria appear in the Accounts list.

    • Selected criteria for the current filter appears above the list.

    • The Clear and Save Filters options appear beside the current filters.

  5. Do any of these actions.

    • To retain only some of the filters, above the Accounts list, click the X beside a current filter to delete it.

    • To remove a filter, click Clear above the Accounts list

    • To manually enter a filter, enter a term in the Search field.

    • To select from a long list of filters, click All Filters and apply one or more filters.

    • To add a filter using conditional filters and partial words, use the Advanced Search option.

  6. Select the applicable filters, and then click Apply. The Accounts list refreshes to only display the accounts that match your filters.

  7. Click Save Filters. The new filters are associated with the notification group.