--- title: How to Create Groups in Account Management Settings description: Boost productivity and streamline workflows with BuyerBridge's Account Management Groups—organize accounts, enhance reporting, and improve efficiency. --- [Skip to content](https://support.buyerbridge.com/knowledge/account-management-groups#main-content) English Show submenu for translations [Submit a ticket](https://support.buyerbridge.com/knowledge/kb-tickets/new?hsLang=en) ![BuyerBridge\_LOGO-dark-2.png\]](https://support.buyerbridge.com/hs-fs/hubfs/BuyerBridge_LOGO-dark-2.png?height=40&name=BuyerBridge_LOGO-dark-2.png) Open main navigation Close main navigation - English Show submenu for translations - [Submit a ticket](https://support.buyerbridge.com/knowledge/kb-tickets/new) - Go to buyerbridge.com Go to buyerbridge.com Welcome to the BuyerBridge Help Center! - There are no suggestions because the search field is empty. 1. [Help Center](https://support.buyerbridge.com/knowledge?hsLang=en) 2. [Getting Started](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en) 3. [Account Management](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#account-management) # How to Create Groups in Account Management Settings ## Enhancing efficiency for BuyerBridge users with new account grouping functionality and improved workflows The BuyerBridge app just got more organized with **Account Management Groups**. This feature introduces the ability to group accounts to facilitate more efficient management and streamlined workflows. With **Account Management Groups**, you can: - Create, edit, and delete groups based on specific criteria or relationships - View Grouped Accounts for streamlined management and data aggregation - Quickly view channel or product grouping by accounts **Use the links below to jump to any section:** - [Where can I find the Account Management Groups feature?](https://support.buyerbridge.com/knowledge/account-management-groups#find_account_management_feature) - [How do I create a new Group?](https://support.buyerbridge.com/knowledge/account-management-groups#add_new_group) - [How do I delete a Group?](https://support.buyerbridge.com/knowledge/account-management-groups#delete_group) - [How do I add an Account to a Group?](https://support.buyerbridge.com/knowledge/account-management-groups#add_account_to_a_group) - [Key Enhancements in Functionality](https://support.buyerbridge.com/knowledge/account-management-groups#key_enhancements) --- ### Account Management Groups #### How to Find the Account Management Groups Feature in BuyerBridge - Go to **[app.buyerbridge.io/login](https://app.buyerbridge.io/login?__hstc=143548842.da7d30ace172befa75c512c5a9fc95e3.1719933619462.1725890334558.1725893200236.91&__hssc=143548842.1.1725893200236&__hsfp=141023726)** - Log in using your BuyerBridge credentials - Scroll down to the '**Account Management**' section of the menu. If the menu is collapsed, you can expand it in the upper left corner of the app - Click '**Account Management**' ![BB Account Groups Settings Menu-1](https://support.buyerbridge.com/hs-fs/hubfs/BB%20Account%20Groups%20Settings%20Menu-1.jpg?width=688&height=361&name=BB%20Account%20Groups%20Settings%20Menu-1.jpg) You will now see the '**Account Management**' expanded options. ![BB Account Management Groups Settings](https://support.buyerbridge.com/hs-fs/hubfs/BB%20Account%20Management%20Groups%20Settings.jpg?width=688&height=361&name=BB%20Account%20Management%20Groups%20Settings.jpg) Now click you can click between '**Accounts**,' '**Groups**,' and '**Users**. ![BB Account Groups Settings Menu](https://support.buyerbridge.com/hs-fs/hubfs/BB%20Account%20Groups%20Settings%20Menu.gif?width=688&height=361&name=BB%20Account%20Groups%20Settings%20Menu.gif) 🙋‍♀️ **Welcome **to the '**Account Management Settings**'  for '**Accounts**,' '**Groups**,' and '**Users**' in the BuyerBridge app. --- ### Account Management Tab Functionality #### How to Add a New Group in BuyerBridge (Admin User Only) - Scroll down to the '**Account Management**' section of the menu. If the menu is collapsed, you can expand it in the upper left corner of the app - Click '**Account Management**' You will now see the '**Account Management**' expanded options. - Click the '**All Groups**' section ![BB Account Management Groups Settings Menu](https://support.buyerbridge.com/hs-fs/hubfs/BB%20Account%20Management%20Groups%20Settings%20Menu.jpg?width=688&height=361&name=BB%20Account%20Management%20Groups%20Settings%20Menu.jpg) - In the '**Groups**,' section, select either a single account or multiple accounts - Next, find the blue button that says, '**Create a Group**' - Click '**Create a Group**' ![BB Create a New Groups](https://support.buyerbridge.com/hs-fs/hubfs/BB%20Create%20a%20New%20Groups.jpg?width=688&height=361&name=BB%20Create%20a%20New%20Groups.jpg) - Next, create a name for the group and add it to the *'Create Group Name*' box - Find the blue button that says, '**Create Group**' - Click '**Create Group**' ![BB Group Naming](https://support.buyerbridge.com/hs-fs/hubfs/BB%20Group%20Naming.jpg?width=688&height=361&name=BB%20Group%20Naming.jpg) You can view your **Groups** by switching from the '**Accounts**' tab to the **'Groups**' tab. ![BB View Groups](https://support.buyerbridge.com/hs-fs/hubfs/BB%20View%20Groups.jpg?width=688&height=361&name=BB%20View%20Groups.jpg) 🎉**Congratulations **🎉You added a New Group in the BuyerBridge app. #### How to Add an Account to a Group in the BuyerBridge App (Admin Users Only) - Scroll down to the '**Account Management**' section of the menu. If the menu is collapsed, you can expand it in the upper left corner of the app - Click '**Account Management**' - Click the '**All Accounts**' section - In the '**Accounts'** tab select the  blue check icon next to the Accounts to be Grouped - After selecting the Accounts locate the blue button above the listed accounts that says 'Share' - Click the blue 'Share' button - This will prompt a dropdown menu window. Locate the Group to which you want to share these Accounts - Click '**Share to Group**' ![BB Add Account to Group](https://support.buyerbridge.com/hs-fs/hubfs/BB%20Add%20Account%20to%20Group.gif?width=688&height=361&name=BB%20Add%20Account%20to%20Group.gif) These **Accounts** are now shared with a specific **Group** within the BuyerBridge app.  #### How to Delete a Group in the BuyerBridge App (Admin Users Only) - Scroll down to the '**Account Management**' section of the menu. If the menu is collapsed, you can expand it in the upper left corner of the app - Click '**Account Management**' - Click the '**All Groups**' section - In the '**Groups'** tab, locate the group by either scrolling to find their details or by using the Search 🔎functions located throughout the page including by group/account, shared by, or shared with - When you find the group to be deleted, look to the right of that information for an X with a circle around it - Click the 'X' - This will prompt a confirmation window. Locate the blue button that says '**Confirm Deletion**' - Click '**Confirm Deletion**' ![BB Delete Groups Button](https://support.buyerbridge.com/hs-fs/hubfs/BB%20Delete%20Groups%20Button.gif?width=688&height=361&name=BB%20Delete%20Groups%20Button.gif) This Group has now been deleted from the BuyerBridge app. This action cannot be undone. To reinstate this Group, follow the instructions to [create a new group.](https://support.buyerbridge.com/knowledge/account-management-groups#add_new_group) --- #### Key Enhancements in Account Management Functionality - New Header Dropdown for Groups - Tooltip Hovering Feature in Accounts Groups - Expanded Filtering in Accounts - Groups - Organizations - Channels - Products - Created by: - Status - Expanded Filtering in Groups - Group Type - Groups / Account - Created by: - Shared with: - [Getting Started](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#main-content) - [Welcome Kit](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#welcome-kit) - [Getting Started](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#getting-started) - [Navigating the Platform](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#navigating-the-platform) - [Account Management](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#account-management) - 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