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Organize managed customers into groups based on region, function, or other criteria to simplify role-based access control management.

Customer groups allow you to organize managed customers into a hierarchical structure. When you assign a customer group to a custom role, all associated management and access scope settings apply to the customers within that group. Adding new customers to an existing group automatically inherits the group settings, removing the need to reconfigure role assignments individually.
You can manage customer groups using the Company Groups panel on the left side of Customer Management → Customer Overview.

Create a group

  1. In the Company Groups panel, right-click an existing group to create a child group, or click Create a group.
  2. In the Create Group dialog, specify a unique name for the group.
    Note
    Note
    Group names have a maximum of 256 characters.
  3. Under Add to, select the parent group to place the new group under.
  4. Optionally, use the Search company field to find and add companies to the new group.
  5. Click Submit.
The new group appears in the Company Groups tree. The company tree expands to the hierarchical level where the action was initiated, and the new group defaults to the same parent group that triggered the action.
Important
Important
If the specified group name already exists, an error message appears prompting you to enter a different name.

Rename a group

  1. In the Company Groups panel, right-click the group you want to rename and select Rename.
  2. In the Rename group dialog, specify a new name for the group.
    Note
    Note
    Group names have a maximum of 256 characters. The name cannot already be in use by another group.
  3. Click Save.
A confirmation message appears. Allow a few moments for the renaming process to complete, then refresh your browser for the latest status.

Delete a group

  1. In the Company Groups panel, right-click the group you want to delete and select Delete.
  2. Wait for the system to check the status of your group.
  3. In the confirmation dialog, click Delete to confirm.
Important
Important
You must remove all companies from the group before deleting a group. If the group still contains companies, an error message appears indicating that you cannot delete it until all companies are removed.