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Clients and groups

Groups

Collect clients into named groups to control who sees a market, who receives an announcement and who can open a document.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Create a group

  1. Open Groups and choose New group.
  2. Give it a name, an optional description and a colour.
  3. Open the group and add clients, or add clients to groups from the client list with a bulk action or from the client's Groups tab.

A client can belong to as many groups as you like. Group names are unique, ignoring capitalisation.

What groups are for

  • Market visibility: a market can be shown only to chosen groups.
  • Announcements: send an update to a group.
  • Documents: share a document with specific groups.
  • Filters: narrow lists to a group.

Deleting a group

Deleting a group removes the group and its memberships. The clients are not affected. A group that a market uses cannot be deleted until you change that market's access.

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