Dashboard > Team > Groups
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to create groups, users will need Manage permissions for Users
Contact Groups allow you to organize multiple contacts into a single group, making communicating with contacts and companies across various SiteMax modules, such as Submittals, Emails, and Punch Items, easier.
How to Create a Contact Group
Navigate to the Teams Module and click on the Groups tab.
Scroll past your list of Crews until you reach Contact Groups.
Click the blue “+ Add Crew/Group” button.
Select “Group”, enter a name, and click "Create".
Adding Contacts or Companies to a Group
In the Teams Module, go to either the Company or Contact tab.
Use the checkboxes to select the desired companies or contacts.
Click the Actions button and select “Add to a Group.”
Choose the group and click Add—your selections will be added to that Contact Group.
Remove a Contact or Company from the Group
The process is quick and straightforward if you need to remove a contact or company from a group.
You can start by navigating to Teams > Groups, then select the group you want to update. This will display all the contacts and companies currently assigned to the group.
To make changes, click the Actions button.
If you want to rename the group, select Rename Group.
To remove members, check the boxes next to the contacts or companies you'd like to remove.
Then, click Actions > Remove from Group.
Once you're done, click Done to save your changes.
Using Contact Groups Across SiteMax
When adding recipients in Submittals, Emails, or Punch Items:
Click the Contact List icon in the contact field.
In the “Select Group” field, type the group name.
Select the group and click Add—all associated contacts and companies will be automatically included.
This approach ensures faster and more consistent communication across your projects.