Skip to main content

Creating groups

Use customer groups to structure pricing for multiple customers at once. This page walks you through creating a group and defining its basic properties.

Create Group

Create a new group​

  1. Go to Customers → Groups.
  2. Click + Add group.
  3. Fill in the fields:
    • Name – A clear, recognizable label (e.g., "Gold Partners", "Nordics").
  4. Click ✔ (symbol), to add the group.

The group appears in the list, ready for membership configuration.

Group details​

After creating a group, open it to access:

  • Overview – Name and quick stats for membership and usage.
  • Members – Add or remove customers.

Continue to Managing Members to assign customers to the group.