Edit Group

If you need to make any changes to an existing group, you can easily update the details. This includes updating general information and managing group members.

You can also change the buyer visibility to allow full or restricted access to the buyers in your account. The access restriction will apply only to the Marketplace module.

Before you begin

Before editing a group, note the following points:

  • For default groups, you can only update the group's general information and add or remove members from the group. Also, you cannot change any of the modules already enabled for your default group.

  • You can update the buyer visibility only if the Marketplace module has been enabled for the group. If the module was not enabled during group creation, you can enable it by editing the group, as long as the group is not a default one.

  • If the Account Management module is enabled for the group, the Buyers section is unavailable in the Edit group wizard. In such cases, all buyers are enabled by default.

Edit a group

Follow these steps to edit a group:

  1. On the Groups page, locate the group you want to modify.

  2. Click the actions icon (•••) for the group and select Edit. The Edit group page opens.

  3. Make the following changes as necessary and then click Save.

    • General - Update the group's name and description.

  • Modules - Manage the module access for all group members. Note that the access cannot be updated for a default group.

  • Buyers - Update the buyer visibility for the group. This section is available only if you've enabled the Marketplace module for the group.

  • Users - Add or remove users from the group. Use the checkboxes to manage group members.

GroupsCreate New GroupDelete GroupRestrict Groups to Specific Buyers

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