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Add new user group for a customer
Jobin Johny avatar
Written by Jobin Johny
Updated over 5 months ago

How to add a new user group for a customer.

To add a new user group for a customer, follow these steps:

  1. Go to the side navigation bar and select "Customers" from customers.

  2. Select the specific customer for whom you want to create a new user group.

  3. Find the "User Group" tab and click on it.

  4. Look for the "Group +" button at the top right corner of the window and click on it.

  5. Fill in the “Name” and “Description” of the new user group appropriately and add members to the group

  6. Click "Save" to save the new user group.

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