Create New Group
Last updated
Last updated
In the Marketplace Platform, it's easy to 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.
Follow these steps to create a new group:
On the Groups page (Settings > Groups) click Add. The Add group page opens.
Provide the following details and click Next:
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.
Select all modules you want to enable for the group and then click Next. Note that you must select at least one module.
Choose if you want to allow your group members to view all buyers in your account or certain buyers only. Click Next.
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.
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.
Select the individuals you want to add to the group and click Next. This section displays the names of all individuals in your account.
Review the group details and click Add. Your group is created and the Summary section displays the confirmation.
Click View details to open the details page of the group. Otherwise, click Close to close the page.
