Create New Group

In the Marketplace Platform, it's easy to create new groups and add members to those groups.

When creating groups, you can choose the modules you want to enable for the group members and configure buyer visibility. Buyer visibility means you can define if the group members should see all buyers in your account or specific buyers only.

Create a new group

Follow these steps to create a new group:

1. Navigate to the Groups page and click Add. You can access the page from the main menu by clicking Settings > Groups.

2. Provide the following details and then click Next:

   • Name - (Required) Provide a name for your group.

   • Description - (Optional) Add a description for the new group.

General section

3. Select the modules you want to enable for your group members. You must select at least one module. Click Next.

Modules section

4. Choose if your group members can see all buyers or specific buyers only, and then click Next:

This section is enabled only if you select the Marketplace module in the previous step. To learn more, see Restrict Groups to Specific Buyers.

• All buyers - This option is selected by default. It enables all group members to see all buyers in your account.

• Select buyers - Select this option to let group members view only the buyers you choose. Selecting this option displays a list of buyers you can choose from.

Buyers section

5. Select the individuals you want to add to the group. Note that all user accounts that exist within your account are displayed. Click Next.

Users section

6. Review the group details and click Add. The new group is created and the Summary section displays the confirmation.

Overview section

7. Click View details to open the details page of the group. Otherwise, click Close to close the page.

Related topics

Groupsv2 docs

Edit Groupv2 docs

Delete Groupv2 docs

Restrict Groups to Specific Buyers