Summary:
Guidance on how to create a Product Group using Customer Self Service. This is to manage Products that groups of users can access.
Solution:
For more guidance on how to create a Product Group, please view this interactive demonstration.
Please note: You will need to have Customer Self Service enabled and have the correct user permissions to do this.
Product Groups are a way to manage which users have access to which products in your Creditsafe platform. By creating Product Groups and assigning users to them, the users will only be able to access the Products in a group they are assigned to. These can be updated to add or remove products at a later date if this is required.
To create a Product Group, please follow the below steps:
- Click on My Account in the top right corner of the home page
- Navigate to the Products & Services tab
- Click on the Product Groups tab
- Click the green Create New Group button
- Name the group
- Select the Products that you would like to add to the group. You can add any products that you have in your Creditsafe package
- Click on Next
- Select the users you would like to add to the group. You can add users to the group later either by editing the Product Group, or by assigning the group to an individual user
- Once your users have been selected, click Save
- The group has now been created