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Group Management

To access Group Management actions go to Products > Group Management.

You can use the Group Management screen to see all the user groups supported on your system. Message Rules can take advantage of groups to perform specific actions for users in particular groups.

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  1. Add button - add a new group to the list

  2. Search - search for a specific group in the below list

  3. Group Name - the columns displays all groups managed by your account.

  4. Exec Tracking - check this box for all users that should be considered company executives. This option is used for the purpose of the Executive Tracking Condition.

  5. Delete - pressing on one of the delete buttons in the columns deletes the group on that row.

Add a group

  1. Click the emailsecadd.png Add Group button.

  2. Enter the name of the new group.

  3. Press Enter.

Edit a group name

  1. Double click on the group you wish to modify.

  2. Make the necessary modifications.

  3. Press Enter.

Delete group

To delete a group click the delete_emsec.png Delete button on the right side of the screen corresponding the the group you want to remove.

Searching for a specific group

Enter the name (or part of the name) of a group in the search bar at the top of the screen and click the details.png Search button.

Executive Tracking

Check the box in the Executive Tracking to mark all users in the group as company executives for the purpose of the Executive Tracking Condition.

Note

You can find steps on how to mark a specific user as an executive in the Mailboxes section.

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