Understanding and Managing Company Groups

Company Groups allow you tag companies with a Group label that can then be used to simplify content publishing.

To create a Company Group:

1. Go to the Settings option under the Partner tab.
2. Choose the Company Groups option under the page header.
3. Click the Add button on the top right side of the page.
4. Choose a name for your group. Note that the Default group cannot be deleted or changed.

To assign a Company Group to a Company:

1. Go to the Clients option under the Partner tab.
2. Click the Edit All button and select checkboxes next to the companies you want assigned the Company Group.
3. Choose the Company Group option button and make the changes.

To add a group of Companies to a Company Group:

1. Go to the Clients option under the Partner tab.
2. Choose the Edit All button at the top right of the page. Checkboxes appear next to the company name.
3. 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.
4. Click the Groups option that appeared at the top of the grid when you selected Edit All.
5. 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.