89 lines
2.3 KiB
Plaintext
89 lines
2.3 KiB
Plaintext
---
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sidebar_position: 2
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---
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import { EllipsisHorizontal } from "@medusajs/icons"
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export const metadata = {
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title: `Manage Customer Groups`,
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}
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# {metadata.title}
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In this document, you’ll learn how to manage customer groups, including customers in these groups.
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## Create a Customer Group
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To create a customer group:
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1. Go to the Customers → Customer Groups page.
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2. Click the Create button.
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3. In the form that opens, enter the customer group's name.
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4. Click the Create button.
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---
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## View Customer Group Details
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To view the details of a customer group:
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1. Go to the Customers → Customer Groups page.
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2. Click on the group you want to view.
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---
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## Edit a Customer Group
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To edit a customer group:
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1. Go to the customer group’s details page.
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2. Click on the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the top right of the first section.
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3. Click on Edit in the dropdown.
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4. In the drawer that opens, edit the group's name.
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5. Once you’re done, click on the Edit Group button.
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---
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## Manage Customers in a Group
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### View List of Customers in a Group
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To view the list of customers in a customer group:
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1. Go to the customer group’s details page.
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2. Under the Customers section, you’ll find all customers that belong to this customer group.
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### Add Customers to a Group
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To add customers to a customer group:
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1. Go to the customer group’s details page.
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2. Under the Customers section, click the Add button at the top right.
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3. Check the box next to every customer you want to add to the group.
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4. Once you're done, click on the Add button.
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### Remove a Customer from a Group
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To remove customers from a customer group:
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1. Go to the customer group’s details page.
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2. Under the Customer section, click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon next to the customer you want to remove from the group.
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3. Choose Remove from the dropdown.
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4. Confirm removing the customer by clicking the Continue button in the pop-up.
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---
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## Delete Customer Group
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<Note type="warning">
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Deleting a customer group is irreversible.
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</Note>
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To delete a customer group:
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1. Go to the customer group’s details page.
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2. Click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon at the top right of the first section.
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3. Choose Delete from the dropdown.
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