Create and edit mailing groups

Create a mailing group

1. From the main navigation double click Directory, and select Create Mailing Group.

2. Click Edit Users.

3. Enter the person's Given or Family name in the appropriate search field.
4. Click Search.
5. Select all the people with that name that you want to add by clicking the checkbox next to their name.
6. Click the To button to add the user to your mailing group. When you do this, their names are added to the Target List above the search fields.
7. Repeat this process for each user you want to add.

8. Click the OK button in the top right corner. 
9. In the New Group window, enter your mailing group’s name.
10. Click the Save button.
11. The group should now be available to you when creating a new mail. If you need to prevent other people from making changes to the mailing group, select the Locked checkbox.

Edit a mailing group

1. Search for the group name in the directory.
2. Click the group name.
3. Click Edit Users.
4. Find and add users to the group as required. You can also click the trash icon to remove them.
5. Click OK
6. (Optional) Change the group name.
7. Click Save.

Add or remove a user from multiple mailing groups

You'll need to have the Bulk Edit Mailing Groups of User permission granted to your user role to perform this action. Changes to mailing groups only apply to your currently selected project.

 

1. From the main navigation menu click Directory and select Project Directory.
2. Search for the user you want to add or remove from mailing groups and click on their name.
3. Click Manage Mailing Groups.

4. Check the mailing groups you want them to be added to and uncheck the mailing groups you want them to be removed from.
5. Click Save.