You can manage the grouped accounts that you created in the Contacts plugin. Actions that you can perform include viewing the contact record history, updating group information, modifying group access, adding and removing accounts from the groups, and deleting groups.
Note: You cannot add or remove members from filter-based groups.
To manage a group
Perform any of these actions:
If you want to… | Then… |
View the past updates | Click History. Note: You cannot modify this information. |
View account member details | Click Members. |
Add an account to a group | See Add Accounts to a Group. |
Remove an account from a standard group |
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Delete a group |
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Manage group details |
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Manage group access | To add group access
Note: If you select Administrators of selected organizations, perform these additional steps:
To remove organizational access
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