Summary:

Guidance on how to edit 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 edit 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. 


To update a Product Group, please follow the below steps: 

  1. Click on My Account in the top right corner of the home page
  2. Navigate to the Products & Services tab 
  3. Click on the Product Groups tab 
  4. Select the Product Group you would like to update
  5. You will automatically be taken to edit the group. On this page you can: 
    • Rename the Group 
    • Add or remove Products to the group
    • Deactivate the group
    • If you would only like update the user access to the group, click straight through this page
  6. Once you have made your changes, click Next
  7. You are now taken to the user access page. You can add or remove users to or from the group here
  8. Click save 
  9. The group has now been updated