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. 

customer_group.png

Step 2: Create a Customer Group

Select Create Group and give a name for this group.

create_group.png

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.     

edit_group.png

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.

add_group_members.png complete_add_customers.png

Step 5: Assign an Admin

Assign 1+ customer as an Admin (admins will have the ability to edit all tours associated with this group).

group_admin.png

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

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