User groups are a way to quickly assign permissions to certain users as well as provide special discounts and other incentives. Any user assigned to the group automatically receives the permissions and discounts entered for the group.
Search for groups using the following filters:
Name – The name assigned to the group
Description – Description of the group, any words from the description will match.
Wholesale – Select groups that use or do not use wholesale pricing.
Discounts – Select groups that have or do not have discounts assigned.
Promotions – Select groups that have or do not have promotions assigned.
A link is also provided to show ALL groups and to create a New Group.
The following information for each group is show on the List View:
Group ID – The system assigned ID for the group, with a link to Edit the group.
Name – The group name and its description.
Wholesale – Shows whether the group receives wholesale pricing or not.
Discounts – Shows the Discount ID for any discounts assigned to the group. If you have Discount Admin permissions, you can click on the link to view the discount information and edit form.
Promotions – Shows the Promotion ID for any promotions assigned to the group. If you have Promotion Admin permissions, you can click on the link to view the promotion information and edit form.
View Users – Click this link to view a list of the users assigned to this group.
Permissions – If you have access to edit user permissions, click the link to assign permissions for this group. See the Permissions Settings for more information.
The form for editing or adding a group includes the following:
Name – The name for this group, used to refer to it elsewhere in the admin area.
Description – Description of this group, describe the types of users that will be assigned to it, etc.
Group Code – You can enter a group code that a user can enter while registering, that will allow them to automatically assign themselves to the group by filling in the code . Be sure to activate the use of Group Codes in the User Settings if you wish to use this feature.
Wholesale – This setting determines if users in this group receive wholesale prices or not. You must enter a wholesale price for any product you wish the group to receive at a discounted price.
Tax Exempt – If this is turned on, users in this group will not be charged tax while checking out.
Shipping Exempt – If this is turned on, users in this group will not be charged shipping or freight while checking out.
Discounts – If you have created any user-specific discounts in the Discount Manager, select the ones here you wish to apply to this group. For product and category-level discounts, you must also apply them to the products and categories for them to work.
Promotions – If you have created any user-specific promotions in the Promotion Manager, select the ones here you wish to apply to this group. For product and category-level discounts, you must also apply them to the products and categories for them to work.
A link is also provided to Delete the group; when deleting a group, the users in the group will be left in the system as unassigned.