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Edit a Distribution Group

Objective

To edit an already existing distribution group in the project's Directory tool. 

Things to Consider

  • Required User Permission: 'Admin' level permissions on the project's Directory tool.

Steps

  1. Navigate to the project's Directory tool.
    This reveals the Project Directory page. 
  2. Under Views, click People and Companies. Then under 'Show Record Type', place a checkmark next to the Distribution Groups box. 


    filter for distribution groups.png

    This narrows the selections in the Project Directory to only Distribution Groups. 
  3. In the Project Directory, locate the desired distribution group. Then click Edit
  4. You can then add or remove people from the distribution group. You can also delete the distribution group by clicking the Delete button. 

    edit distribution group.png
     
  5. Once you have finished making your changes, click Update.
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Last modified
16:49, 4 Apr 2017

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