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Group Management

You can add your team members into groups that can be assigned to your customers.
This allows you to:

  • Filter customers by the group they belong to.
  • Receive notifications when a customer in your group receives mail.

Creating a Group​

  1. Navigate to Team in the left-hand navigation menu of the portal.
  2. From the dropdown, select the Groups tab.

Note: Only users with the appropriate access privileges can add new groups.

Click Create Group to open the group creation form.

You can edit group details later by opening the group and clicking Edit Group.

Assigning Customers to a Group​

When creating or editing a customer, you can select which group they belong to using the Assign Group field.

To assign multiple customers at once:

  1. Go to Customers in the left-hand navigation.
  2. Click Manage Customers.
  3. Select the customers you want to assign and choose a group.

Customer Notifications​

By default, customers will receive notifications via email when mail is received or KYC is required.
However, you can configure the system so that only group owners (your team) receive these notifications instead.