Manage Members of a Filter-Based Group

A filter-based group automatically adds accounts based on a specific criterion (for example, they are all WebEOC users). Like a standard group, when you select a filter-based group, you can view group details (name and description), its level of access (private or shared with administrators), member details, and the group’s history. However, you cannot add specific accounts or remove any accounts from the group. These actions take place in the Admin area. For example, for WebEOC users, if a user leaves the WebEOC users group, the change is made in the Admin area and the user is automatically picked up by the filter when a notification is sent.

Tip: If you need to change a filter-based group in the Contacts plugin, change the recipients by removing the filter and applying another filter. See Manage Notification Groups.

To manage accounts in a filter-based group

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

1. In the Contacts plugin, click the Notification Groups tab.
2. Select the group.
3. On the panel, click Members.
   
   
   
   
4. On the left, select the filter for the accounts you want to include in the group.
5. Click Apply. The accounts that match the selected filter display on the right.
6. Click Save. The group accounts are now associated with the group.