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    • Adding and managing contacts from the client groups list
Docs / View a group's structure / entity map

Adding and managing contacts from the client groups list

Adding and managing contacts from the client groups list

The client groups list now includes a People column. This lets you view, add, and remove a group's linked contacts directly from the table without opening the group detail page.

What the People column shows

Each cell in the People column displays stacked initials avatars for all contacts linked to that group. Up to three avatars are shown; if there are more, a "+N" bubble appears on the left.

Hovering over an avatar opens a details card showing the contact's name, roles, email address, and phone number.

Viewing all linked contacts

Click the name shown next to the avatars (or anywhere in the cell trigger area) to open a popover listing every linked contact for that group. Each entry shows the contact's name and their assigned roles.

Adding a contact to a group

  1. Click the cell in the People column for the group you want to update.

  2. In the popover that opens, click Add contact.

  3. Search for and select the contact in the dialog that appears, then confirm.

The list refreshes automatically once the contact is linked.

Removing a contact from a group

  1. Click the cell in the People column for the group.

  2. In the popover, find the contact you want to remove and click the remove icon next to their name.

  3. Confirm the removal in the dialog that appears.

The list refreshes automatically once the contact is unlinked.

Permissions

The People column is read-only for users with a client role. Only staff-level users can add or remove contacts from this view.

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