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Create and edit groups

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Administrators can use groups to order and filter the customer registry. This can be useful for actions such as sending messages or billing.

Go to "Administration" > "Groups".

Create a group

To create a new group, click on the button “Add” within the black field. Enter the name of the group and write a description. Click on “Save” to make the new group available in the group list. 

List of all group members

Click on the group title to view a list of all included members, sorted by customer ID.

Add a member to a group

Select the group to see the list of all members. Use the search box to find and add a new member. You can also go by the customer profile. Click on the + sign in the group column to choose group for the customer. 

Edit or delete a group

When you have selected a group you will see two tabs, "Customers" and "Edit". To edit or remove a group go to the "Edit" tab.

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