Create New Group

In the Marketplace Platform, you can create new groups and add members to those groups.

When creating groups, you can choose all the modules you want to enable for the group members. You can also restrict group members to certain buyers. It means you can define if your group members should see all buyers in your account or specific buyers only.

Creating a new group

To create a new group:

1. Navigate to the Groups page.

2. Select Add to start the Add group wizard.

3. In the General step, enter the following details:

   • Name - (Required) Provide a name for your group. We recommend that you enter a unique name so you can identify the group easily in your list of groups.

   • Description - (Optional) Add a description for the group. You could enter information about the group members, their roles, and so on.

4. Select Next.

5. In the Modules step, choose the modules you want to enable for the group. You must select at least one module. When done, select Next.

6. In the Buyers step, choose if you want to allow your group members to view all buyers in your account or only certain buyers.

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

   • Select buyers - Select this option to allow group members to view only the buyers you select. When selected, all buyers will be displayed, and you can choose from the list of available buyers.

The Buyers section is enabled only if you've selected the Marketplace module in the previous step. To learn more, see Restrict Group to Certain Buyers.

1. In the Users step, select all the individuals you want to add to the group. This section displays the names of all individuals in your account. Then, select Next.

2. In the Overview step, review the details for accuracy. When done, select Add.

The group is created, and the Summary section displays the confirmation. Select View details to open the group details page. Otherwise, select Close.