Core Docs - Engagement - Edit a Group Member

Rock Version: v19.0
Last Modified: 2026-02-17 2:25 PM

Selecting a group member from a group member list will take you to the group member detail screen shown below. From here you can change the role and status of the group member. You will also be able to modify any of the Group Member Attributes defined for the group.

As pictured above, you'll see a note field for the group member. This is useful for keeping basic notes. Rock uses this field to provide specific information about the group member when processing things like workflows and alternate placements.

If a group member has a note attached, a small note icon ti ti-file-text will display on the group member list to help identify this fact.

As noted above, you can send a quick communication to the group member from the group member detail screen by clicking the ti ti-mail icon. You can send either an email or an SMS text message. This is best used when you just want to send a quick note to a single group member.