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.

1

Open Customer Groups

Go to My Account>Customer Groups. 

2

Create a Customer Group

Select Create Group and give a name for this group.

3

Edit the customer group

This Group name will now appear is your list of Groups. Click Edit to add people to this group.     

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.

 

5

Assign an Admin

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

Note

Admins in Customer groups will have access to all tours for any customer in the group. They cannot, however, remit payment for tours marked as Awaiting Payment, nor can they edit any Customer information except for theirs.

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.

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For more information, watch our video on adding customer groups