Question
How can Group Managers send Notifications to all contacts in an Everbridge Suite Organization?
Answer
Group Managers can send Notifications to all contacts if they use a dynamic group and a rule that references that dynamic group.
Creating a dynamic group and assigning it to group managers allows access to all contacts, then creating a rule provides the ability to send a Notification to all contacts.
Dynamic groups can only be created by an Account Administrator and an Organization Administrator.
Follow the sections below to create a dynamic group and to create a rule containing all of an Organization's contacts.
Create a Dynamic Group as an Account Administrator
To create an all contacts dynamic group as an Account Administrator, follow the steps listed below:
- Log in to the Manager Portal as an Account Administrator.
- Click on the Roles tab.
- Select the radio button next to Organization and select the desired Organization from the dropdown list.
- Select the desired group manager role that will access the dynamic group the left-hand side of the page.
- Click the Resources sub-tab.
- Click the Manage link next to Dynamic Group.
- Click Add Dynamic Group.
- Enter "All Contacts" as the Name for the dynamic group in the text field and assign a color.
- In the Custom Filters pane next to Add Filter Search, select the field "Created On" in the dropdown menu.
- Select the Condition "is equal to or after" in the dropdown menu.
- Click the calendar icon to select a date for when the organization was created or earlier.
- Click Save.
- Click OK.
- Select the checkbox next to the "All Contacts" dynamic group under the Dynamic Group box and click Save.
Create a Dynamic Group as an Organization Administrator
To create an all contacts dynamic group as an Organization Administrator, follow the steps listed below:
- Log in to the Manager Portal and select the desired organization from the upper left-hand corner.
- Click the Access tab from the top of the page.
- Click the Roles sub-tab.
- Select the desired group manager role that will access the dynamic group the left-hand side of the page.
- Click the Resources sub-tab.
- Click the Manage link next to Dynamic Group.
- Choose Add Dynamic Group.
- Enter "All Contacts" as the Name for the dynamic group in the text field and assign a color.
- In the Custom Filters pane next to Add Filter Search, select the field "Created On" in the dropdown menu.
- Select the Condition "is equal to or after" in the dropdown menu.
- Click on the calendar icon to select a date for when the organization was created or earlier.
- Click Save.
- Click OK.
- Select the checkbox next to the "All Contacts" dynamic group under the Dynamic Group box and click Save.
Create a Rule to Utilize the Dynamic Group
Creating a rule containing all of an Organization's contacts allows group managers to select the rule when sending a Notification.
NOTE: This rule must contain the same filters used in the dynamic group.
To create a rule that selects all contacts, follow these steps:
- Log in to the Manager Portal and select the desired Organization from the upper left-hand corner.
- Navigate to Contacts > Rules.
- Click Add.
- Enter "All Contacts" as the Name of the rule.
- In the Custom Filters pane next to Add Filter Search, select the field "Created On" in the dropdown menu.
- Select the Condition "is equal to or after" in the dropdown menu.
- Click on the calendar icon to select a date for when your Organization was created or earlier.
- Click Save.
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