Browse members of nested groups
The group member preview allows you to view the members of a child group without navigating away from the user interface of the parent group. This view allows you to traverse group hierarchies and inspect the members of nested groups at any level of the hierarchy. From here you can view the contact details of a user or device or access shortcut links that let you modify attributes of a nested group.
The group member preview can be accessed from locations where group names are displayed, such as the Who is On Call area of the group overview and the shift escalation timeline that is displayed when you click a shift on the calendar.
You can only view the members of child groups that you have permission to view. You may have permission to view a parent group but not have permission to view a child group.
The group preview window displaying child groups
At any level of the group hierarchy you can view more information about a user or device by clicking its name. Clicking a user name displays the user's devices and the groups they belong to. Contact information such as email addresses and phone numbers are displayed if you have permission to view this information.
For more information about working with a user's identity card, see View user contact details.
In some cases, a child group may itself contain child groups, which in turn may have their own child groups, and so on. The group member preview allows you to navigate the group hierarchy to view the members of child groups at any level (if you have permission to do so).
To navigate a group hierarchy:
- To view the members of a child group, click the child group name, for example, Pre-sales.
- To return to the parent group view, click the parent's name in the navigation breadcrumb, located at the top-left corner of the group member preview, for example, American Employees.
The group member preview contains shortcut links that take you to the user interface for the displayed child group. This allows you to navigate the group hierarchy and modify the properties of any child group that requires adjustment (if you have permission to do so).
To edit details of a child group:
- Navigate to the child group in the group member preview.
- Perform one of the following actions:
- To view general details about the child group click Show Group. The Overview tab of the child group is displayed.
- To add or remove members from the child group or adjust the escalation timeline, click Edit Members. The Shifts tab of the child group is displayed.
- To adjust the time and recurrence of a nested group's shift, click the shift time, for example 12:00 AM to 12:00 AM. The Calendar tab of the child group is displayed.