Person groups

Person groups are customer segmentation categories such as Platinum or Economy, typically used for marketing and customer profiling.

This section is visible only if you have the VIEW_PERSON_GROUP privilege.

Create person group

1. Go to Persons > Settings > Person groups.

2. On the Person groups page, click Add .

1. The Create person group page opens, where you can define the Person group code, Person type, and Description.

For more information on assigning a group code, see the instructions for adding a new private or legal person.