A member group allows a company to organize the members within their company into categories that meet their organization's needs. Member groups are either created in the member portal by the company's primary contact or by an internal user on the company's behalf.
TIP: If your organization uses credits for its booking units, credit overage limits can be set per company and group. For more information, see Adding credit overage limits.
This article describes adding a member group and a member to the member group.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed
To add a member group
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears.
NOTE: If you have not added the company yet, see Adding a company.
Click Detailed View. The Company Overview menu appears.
Select Groups & Credits in the side menu.
Click New Member Group in the Member Groups section. The New Member Group menu appears.
Enter a Group Name and click Save.
Add and remove members by clicking the three dot additional options button and select Manage Members.
Click Save.
TIP: Toggle the Active/Archived slider to see member groups that have been archived to reactivate them.