You can use contact groups to restrict access to specific solution folders (for example, only Canadian contacts should see the New Employee Guide for Canada). You can add contacts to groups either automatically based on rules that you define, or by manually selecting every member of the group.

Add a contact group at global and client level

You can add a contact group at global and client level. 


  1. Go to:

    1. Admin > Global Settings > User Management > Contact Groups > click Create contact group.

    2. Admin > User Management > [Client name] > Contact Groups > click Create contact group.

  2. Enter contact group name.

  3. Click to add members to this group.

    1. Add contacts via conditions - Define rules to automatically add members based on their department, job title, location, and other fields.

    2. Add contacts manually - Search and individually add every member. You can view the client name at global level.

  4. Click Save.


Manage Contact groups


You can perform the actions on the Contacts groups page:


  • Edit - Click Edit to update the existing contact group.

  • Delete - Click Delete to remove the contact group.