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?
- How do I create a new Group?
- How do I add an Account to a Group?
- Key Enhancements in Functionality
Account Management Groups
How to Find the Account Management Groups Feature in BuyerBridge
- Go to app.buyerbridge.io/login
- 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'
You will now see the 'Account Management' expanded options.
Now click you can click between 'Accounts,' 'Groups,' and 'Users.
🙋♀️ 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
- 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'
- 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'
You can view your Groups by switching from the 'Accounts' tab to the 'Groups' tab.
🎉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'
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'
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.
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: