Customer Groups

Customer groups are groups of customer accounts. Users assigned to customer groups have permission to access all customer accounts in the group from the Customer Dashboard (see User Groups (Permissions)).

You can add customer groups, search for customer groups, and perform actions on customer groups as necessary.

NOTE: Using Customer Groups are optional. If you chose to not use Customer Groups, users must be assigned to individual companies (see Customers in User Management).

Sections:

Adding Customer Groups
Editing Customer Groups
Deactivating Customer Groups
Searching and Filtering Customer Groups
Managing Customer Groups