Managing Recipient Groups in PSXLink

KB Article #6788

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


Creating a Recipient Group

To create a recipient group:

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

To remove users from a recipient group: 

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