Manage customer groups
Last updated: 10/02/2022
This capability is only available to Primary Contact users and for current platform entitled accounts.
Manage your accounts into groups to organize accounts by cost center, location or whatever criteria you choose.听 You can filter accounts by customer.
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This guide will cover how to:听
-Create a customer group听
-Edit a customer group听
-Delete a customer group
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Create a customer group
1. Sign in to 麻豆视频 Enterprise Center
2. Select Billing > Manage billing accounts
If you're unable to view any of your billing accounts, make sure听the accounts have been added to your profile.听听
3. Click听Manage Customer Groups听located to the right and above the account list, then click Create customer group
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4. Enter the name of the new customer group
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5. Click 'X" to exit the success screen
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6. Check to be sure the new customer group name appears in the account list
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Edit a customer group
To change the customer group name on an account, sign in to听
2. Select Billing > Manage billing accounts
3. Click听Manage Customer Groups听located to the right and above the account list
4. Click the pencil icon听听
听next to the name of the customer group you want to change, then enter the name of the new customer group
5. Click 'X" out of the success screen
6. Check to be sure the new customer group name appears in the account list
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Delete a customer group
To remove a customer group name from an account, sign in to听
1.听Select听Billing > Manage billing accounts
2. Click听Manage Customer Groups听located to the right and above the account list
3. Click the delete icon听
听next to the name of each account belonging to that customer group
4. Confirm the deleted customer group name no longer appears in the account list
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Filter accounts by customer
To filter accounts by a customer group, sign in to听
1.听Select听Billing > Manage billing accounts
2.听Click the听filter icon听
听 above the account list
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