Creating member groups

Use the Commerce Lab tools to create member groups.

Procedure

  1. Open Commerce Lab Tools. From the left navigation menu, click Administration > Manage Organizations > Member Groups. All the member groups are listed on the landing page.
  2. Click New.
  3. In the New Member Group wizard:
    1. In the Group details field, provide the required information:
      • Select the Type of the member group from the available list.
      • Specify the Name for the new member group.
      • Enter the Description.
      • Select the Parent Organization from the list of available organizations.
    2. Click Next, and Define group. In the Define groups field, provide the required information:
      • Select the User role in target organization.
      • Select the User role in any organization.
      • Select the User role in specified organization.
      • Select the Registration status from the drop-down menu.
    3. Click Next to include or exclude Members in the new member group.
      • To Include a member in the member group, select the member from the Available member list. Click on the check box beside each member that you want to include. The Available member list is added to the Selected members list.
      • To Exclude a member from the member group, click Remove from the Selected members list. Members will be added from selected member group to the available member list.
    4. Click Finish. The new group will be displayed on the Member Groups landing page.