Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!


Home > Aria Crescendo Documentation > Account Management > Payments and Credits > Payments > Collection Groups > Manage Account Groups > Add an Account to a Functional Account Group

Add an Account to a Functional Account Group

This article applies to:Aria Crescendo


A functional account group allows you to categorize your customers based on some common element such as geography, product, or channel.

Adding an Account to a Functional Account Group

Getting Here: Click Accounts > search for an account > Account OverviewAccount Groups tab

  1. Select the functional account group(s) to which the customer should belong.

  1. Click Change Account Group(s). A message displays confirming that the change was saved.

The applicable Customer Support Representatives will have access to the customer's information based on the settings for their user roles.

Last modified



This page has no classifications.