Customer groups — create, edit, view, delete

Menu: User Management → Customer Groups

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How to create a group

1. Click Add / create button on the page.
2. Dialog: Create Customer Group — Create a new customer group and assign customers to it.
3. Name — required (placeholder Enter group name). Empty → Name is required.
4. Description — optional (Enter group description (optional)).
5. SELECT CUSTOMERS — optional: opens Select Customers sub-dialog; search, tick customers, or Select All / Deselect All; Apply to confirm. You can save a group with no customers (No customers selected).
6. Status — switch Active / Inactive.
7. Click CREATE.

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How to edit a group

1. Click Edit on the row.
2. Dialog: Edit Customer Group — Update the details of this customer group and manage its members.
3. Change name, description, status, or customer list (same SELECT CUSTOMERS flow).
4. Click UPDATE.

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How to view a group

1. Click View (eye) on the row.
2. Read name, description, status, and members — typically read-only or limited actions per your build.

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How to delete a group

1. Click Delete (trash) if shown.
2. Confirm in the confirmation dialog.

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Required vs optional (summary)

Field	Required?
Name	Yes
Description	No
Customers in group	No (can be zero)
Status	Has default (Active)