Managing Recipient Groups in PSXLink

KB Article #6788

---

Recipient groups can be created to send multiple individuals the same report at one time. 

• Creating Recipient Groups
• Adding Users to Recipient Groups
• Removing Users From Recipient Groups

---

Creating a Recipient Group

To create a recipient group:

1. Choose Users from the Preferences drop-down menu.
   
2. Click Recipient Groups.
   
3. Click + New Group.
   
4. Type a title in the provided field and press ENTER on the keyboard.
   
5. The group is now added to the list of Recipient Groups.
   
   From here, you can: 
   1. Click the edit icon to edit the name of the group.
      
   2. Click the trash can icon to delete the group.
      

---

Adding Users to Recipient Groups

To add users to a recipient group:

1. If the user already exists in PSXlink, edit the user and update their Account Type to include Recipient Group. (Learn more about Editing Existing Users.)
   
2. If the user has not yet been added to PSXLink, add the user and be sure to include Recipient Group in their Account Type. (Learn more about Adding Users.)
   

---

Removing Users From a Recipient Group

To remove users from a recipient group: 

1. Choose Users from the Preferences drop-down menu.
   
2. Click Recipient Groups. 
   
3. Click the group name from the left side. 
   
4. Uncheck the desired user(s) from the Email List drop-down.
   
   
   1. Note: To filter the list to show only those currently in the group, check the Show Selected Emails Only box.