As of 7.5.1, on the web, segmentation is referred to as "Group Management”. In 7.5.0 it was referred to as "Corporate and Staff Management", and in releases prior to 7.5.0, it was referred to as "Affiliate Management".Segmentation on the web is referred to as "Group Management". The permissions you assign to a group manager determine what customer record management functions he/she can perform on the web using the Group Management controls. For example, whether he/she can purchase products for the group, update group member's contact information, update the group's information, assign another user to be a manager, add new members, email the group, and perform other customer record management functions. In addition, depending on whether you set up a company, committee, or subgroup (chapter) for web segmentation (group management) determines how the group manager can manage the group. If you set up a company for web segmentation, this is known as Corporate and Staff Management, if you set up a committee for web segmentation, this is known as Committee Management, and if you set up a subgroup for web segmentation, this is know as Chapter Management. Please refer to Overview: Workflows for Group Management for additional information on how the workflows differ.
As of 7.5.1, on the web, segmentation is referred to as "Group Management”. In 7.5.0 it was referred to as "Corporate and Staff Management", and in releases prior to 7.5.0, it was referred to as "Affiliate Management".
To set up segmentation on the web:
1. Set up a committee, company, or chapter for segmentation.
2. Assign an individual to be a group manager to the company, committee, or chapter.
3. Configure the Group Management controls on your e-Business website.
See Also: