Topic

How to define what groups a Group Manager role is allowed to manage in Everbridge Suite.

Description

To define what groups a Group Manager role is allowed to manage in Everbridge Suite, follow the steps below:

1. Log in to the Manager Portal as an Organization Administrator.

2. Navigate to Access > Roles.

3. Select the applicable Group Manager role from the menu on the left.

4. Select Resources in the Edit Role section.

5. Select the checkboxes next to the groups under STATIC and DYNAMIC that can be accessed by this Group Manager role. For broader access, consider selecting dynamic groups or all contact groups.

6. Click Save.
   
   

This Group Manager role now has access to the contacts assigned to the selected groups. For more information see EBS: How Does a Group Manager Add or Remove a Contact to or From a Group in Everbridge Suite?

Note: To allow Group Managers to see all groups their contacts belong to, rather than just the groups they are directly managing, you can set up the Group Manager role to have access to dynamic groups or all contact groups. This can be done by editing the Group Manager role under the Organization level Access > Roles section and selecting the desired groups.

Important: If you need to enable Group Managers (such as an HR team) to create new groups within their role, you should change the group edit permission from Static to Dynamic. This will allow them to create and manage their own groups for communication purposes. After making this change, the Group Managers should be able to create the groups they need within their role.