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:
Log in to the Manager Portal as an Organization Administrator.
Navigate to Access > Roles.
Select the applicable Group Manager role from the menu on the left.
Select Resources in the Edit Role section.
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.
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.
Important: If users with a Group Manager (or other custom) role see an error such as "Error: You don't have permission to access this resource" when trying to create a contact group, check both of the following:
Confirm that the correct role is actually selected in the Everbridge UI before clicking New Group. The error can appear if a different role with fewer permissions is active.
Verify that the role not only has create/edit/delete permissions for groups, but is also assigned at least one group under Resources. A role with no assigned groups cannot create a top-level group. In that case, first create a group for that role and assign it to the role; afterward, users with that role can create and manage sub-groups under the assigned group.
Limitation: The Group Manager role does not support viewing a full contact list without the ability to edit or make changes. Any contacts that the Group Manager has access to, they will be able to send messages to. Group Managers cannot view the full contact list without having the capability to interact with those contacts.
Troubleshooting: If you're an Account Admin but cannot manage groups (they appear greyed out), this is because being an Account Admin doesn't automatically grant organization-level group management permissions. You need a user profile specifically created at the organization level and must be assigned a role with group management capabilities. Ensure your account has an organization-level profile with the appropriate permissions to manage groups.