Manage Notification Groups

Contacts procedure

You can manage the grouped accounts that you created in Contacts. Actions that you can do include viewing the contact record history, updating notification group information, modifying notification group access, adding and removing accounts from the notification groups, and deleting notification groups.

You cannot add or remove members from filter-based notification groups; however, you can change the filters to include alternate members. See Manage Members of a Filter-Based Notification Group.

To manage a notification group

1. Access Contacts.

2. Click the Notification Groups tab.

3. On the Notification groups page, search for the notification group.

4. Select the notification group. The panel opens.

5. In the panel, do any of the following actions.

   Tasks to manage notification groups

   To	Do this
   View the past updates	Click History. You cannot modify this information.
   View account member details	Click Members.
   Add an account to a notification group	See About Notification Groups.
   Remove an account from a standard notification group	Click Members. Cilck the checkbox next to the account you want to remove. Click Remove Accounts. Click Remove to confirm the action.
   Delete a notification group	Click the more actions icon . Click Delete. Click Delete to confirm the action.
   Manage notification group details	In the panel, click Details. The Details page opens. Enter or update the Name and Description as necessary. Click Submit.
   To add or modify notification group access	In the panel, click Access. Select who should have access. Click Submit. If you select Administrators of selected organizations, do these additional steps. Click Add Organizations. Select the organizations to which the notification group has access. Click Select. Click Submit.