Manage Group

The Manage Groups section allows you to create and manage subgroups within your current group.

Portal Portal

Creating a New Subgroup

  1. Click New.

Portal Portal

  1. Enter a Group name.
  2. Select a Relationship type (member or customer). This determines how the parent group assigns permissions to this subgroup.
  3. Click Create.

Editing a Subgroup

Click the ellipsis (…) on the right side of the subgroup’s row.

Portal Portal

  • Edit Details - Update the group’s name and relationship type.
  • Disassociate - Remove the subgroup from its parent group.