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.

   View the past updates

   1. Click History. The History page opens.

   2. Click any of the entry rows in the history table to view detailed information about the updates that were made.

   You can filter notification group changes using the filters for dates of change, user name who made the change, or action to narrow the History page results.

   The Action column shows more than only the notification group-related actions. The notification groups-related History Actions are described below.

   Descriptions of history actions

   Action	Description
   Create	An admin created a notification group.
   Update	An admin made an update to a notification group, including Access, Description, or changes to Group Filters.
   Create (groupAccountMap)	An admin added members to a notification group.

   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

   1. Click Members.

   2. Cilck the checkbox next to the account you want to remove.

   3. Click Remove Accounts.

   4. Click Remove to confirm the action.

   Delete a notification group

   1. Click the more actions icon .

   2. Click Delete.

   3. Click Delete to confirm the action.

   Manage notification group details

   1. In the panel, click Details. The Details page opens.

   2. Enter or update the Name and Description as necessary.

   3. Click Submit.

   Add or modify notification group access

   1. In the panel, click Access.

   2. Select who should have access.

   3. Click Submit.

   If you select Administrators of selected organizations, do these additional steps.

   4. Click Add Organizations.

   5. Select the organizations to which the notification group has access.

   6. Click Select.

   7. Click Submit.