How to create a Customer Group
If you have several customers associated with the same company/office, you can create a Customer Group to appoint an Admin for their group.
Ex: Bob, Jane, and Joe all work in the same brokerage; however, Mary, the assistant, needs access to all of their tours.
Step 1: Open Customer Groups
Go to My Account>Customer Groups.
Step 2: Create a Customer Group
Select Create Group and give a name for this group.
Step 3: Edit the customer group
This Group name will now appear is your list of Groups. Click Edit to add people to this group.
Step 4: Add the group members
*Note: the customer(s) must be created prior to adding them to a Customer Group. More info on setting up a new customer can be seen here: How do I create a customer and assign settings?
Select Add Group Members and check the box to the left of each person you would like in this group. Click Add “#” customers to group.
Step 5: Assign an Admin
Assign 1+ customer as an Admin (admins will have the ability to edit all tours associated with this group).
Step 6: Save
To do this, click Close.
*All changes that need to be made to a group must be completed by a photographer. Agents will not have access to add/edit the members of the group.
For more information, watch our video on adding customer groups