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Home > User Documentation > Account Management > Manage Account Groups > Add an Account to a Functional Account Group

Add an Account to a Functional Account Group

Overview

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.

account_groups_functional_1.jpg

  1. Click Change Account Group.

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.

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Last modified
18:01, 16 Feb 2016

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