Update Group Settings

Overview

This topic explains how to update existing group settings, including group details, hierarchy, access controls, messaging behavior, opt-out preferences, and location information. These updates help ensure groups remain accurate, accessible, and aligned with organizational policies.

Supported Group Settings

In the Edit Group settings, you can configure the following:

• Group Details: Name and description

• Group Nesting: Parent group and hierarchy structure

• Admin Privacy: Administrator access and messaging permissions

• Group Type: Recipient reply behavior

• Opt-Out Settings: Notification preferences

• Location: Physical address information

• Auto-Delete: Scheduled group removal date

To add new contacts or administrators, refer to Add Recipients or Contacts to the Group.

Update Existing Group Settings

1. Open the Recipients tab.

2. On the My Groups page, locate the group.

   • Organization administrators can also use the All Groups tab.

3. Select Edit Group from the group’s menu (vertical ellipsis).

4. The General Settings page opens.

5. Update the applicable group settings, including details, nesting, access, messaging, opt-out, and location options, as described in the sections below.

6. Select Save to apply the configuration changes.

Update Group Details

1. Edit the Group Name.

2. Enter or update the Description to provide additional context for the group.

3. Enable Allow Contacts to Leave This Group to allow contacts to exit from their profile.

4. Enable Allow Admins to Leave This Group to allow administrators to remove themselves.

Update Group Nesting

1. Open the Select a Parent Group dropdown.

2. Expand or collapse nested groups as needed.

3. Search for and select the parent group.

4. The current group becomes nested under the selected parent.

Configure Admin Privacy

Select one of the following access levels:

• Public: All admins can view and send messages.

• Restricted: All admins can view. Messaging requires approval.

• Hidden: Only authorized admins can view and send messages.

Configure Group Type (Reply Settings)

Group Type controls whether recipient replies are accepted.

This feature requires enabling Announcements Only vs Open Discussion in Advanced Organization Settings.

Options:

• Announcements Only

  • Recipients cannot reply by Email, SMS, or mobile apps.

  • Replies are not received or managed.

• Open Discussion

  • Recipients can reply.

  • Admins can view and manage responses.

Tip: For Announcement-Only groups, inform recipients that replies are not monitored.

Configure Opt-Out Settings

Choose one option:

• Allow Contacts to Opt Out

  Contacts may opt out of non-urgent Email, SMS, and TTS notifications. Urgent messages remain active.

• Do Not Allow Contacts to Opt Out

  Contacts cannot opt out through their profile. SMS and TTS opt-out remains available through system commands.

For more information, see Short Codes, Long Codes, and Error Codes and General SMS Commands.

Update Location

1. Enable Add a Location to This Group.

2. Enter the address and select the correct match.

3. Choose a Group Address Type.

Group address types are managed in Organization Settings.

Configure Group Channel

• Enable Automatically Create a Group Channel for This Group to generate a dedicated Group.

• When enabled, the system creates the Group Channel automatically.
• The Group Channel uses the delivery methods defined in Organization Settings.
• You can also create a Group Channel manually if needed.
• After creation, recipients cannot be modified because the group is linked to the channel.
• You can delete the Group Channel manually when it is no longer required.

Configure Auto-Delete

• Enable Auto-Delete Group.

• Select the date for automatic removal.

The system deletes the group on the specified date.

Save Changes

After completing your updates, select Save to apply the new settings.