Company Groups allow you tag companies with a Group label that can then be used to simplify content publishing.
To create a Company Group:
- Go to the Settings option under the Partner tab.
- Choose the Company Groups option under the page header.
- Click the Add button on the top right side of the page.
- Choose a name for your group. Note that the Default group cannot be deleted or changed.
To assign a Company Group to a Company:
- Go to the Clients option under the Partner tab.
- Click the Edit All button and select checkboxes next to the companies you want assigned the Company Group.
- Choose the Company Group option button and make the changes.
To add a group of Companies to a Company Group:
- Go to the Clients option under the Partner tab.
- Choose the Edit All button at the top right of the page. Checkboxes appear next to the company name.
- Click the checkbox next to name of the companies you want to add to a group. Change the number of items displayed on a page to see more companies at one time.
- Click the Groups option that appeared at the top of the grid when you selected Edit All.
- Choose the group you want to assign to all the companies selected.
You can also assign Company Groups to a single company by editing that company's settings.
Comments
0 comments
Article is closed for comments.