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.
- Navigate to the project's Directory tool.
This reveals the Project Directory page.
- Under Views, click People and Companies. Then under 'Show Record Type', place a checkmark next to the Distribution Groups box.
This narrows the selections in the Project Directory to only Distribution Groups.
- In the Project Directory, locate the desired distribution group. Then click Edit.
- You can then add or remove people from the distribution group. You can also delete the distribution group by clicking the Delete button.
- Once you have finished making your changes, click Update.