How to Add and Remove Contact Groups From a Contact

How to add a contact group to a contact

To add a contact group to a contact, follow the given steps:

1. Open the Contact profile page.
2. Select the Contact Groups tab.
3. On the right, click the Add Contact Group button to open a dialog box.
4. Select the contact groups and click the Add button.
5. The selected contact groups will be listed. Before you save, you can remove the contact group and change the ticket access scope.
6. Click the Save button to save the contact group.

How to change a primary contact group

1. Open the Contact profile page.
2. Select the Contact Groups tab.
3. To change the primary contact group, click the Star icon highlighted in the image as follows:

How to change the ticket access scope

1. Go to the Contact profile page.
2. Select the Contact Groups tab.
3. Use the toggle switch to control the View All Tickets button.
4. If checked, the end user will be able to see all the tickets associated with the contact group.
5. If unchecked, the end user will only be able to see their own tickets associated with the contact group.

How to remove the mapped contact group

1. Open the Contact profile page.
2. Select the Contact Groups tab.
3. Click the Remove button as highlighted to open a dialog box.
4. Select the Yes, remove option to remove the contact group.

Note: Adding or removing a contact groups to a contact are applicable when you enable the Multiple Contact Groups feature.

Permission for adding a contact to contact group

To add contacts to a contact group, you should enable the Create or edit contact permission.