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For customers

Managing your groups (account admin)

For account admins - add sub groups, choose who belongs to each, and set each group's logo, delivery address and colours.

2 min read

If you're your company's account admin, My groups is where you manage the clubs, schools or teams you order for. Group membership decides which products and enquiries each of your colleagues sees, so keeping it up to date is what makes the portal work for everyone.

Only the account admin has My groups. Everyone else can see their own account details under My groups → Your account. See Who in your organisation sees what.

#Opening My groups

Go to My groups — "Your account, and the schools / teams you order for". Use the toggle to switch between Assigned to me and All groups.

#Adding a sub group

  1. Press Add sub group.
  2. Enter a code of exactly 4 letters or numbers, for example RRFC.
  3. Enter a name, for example "Riverside Rugby Club".
  4. Save it.

The group is active straight away.

#Managing a group

Click a group to open it.

Upload or Remove the group's logo. Under Logos you'll also see the logos your supplier holds for this group. Those are view only; ask your supplier to add or change one.

#Assigned users

Tick the people who belong to this group. This controls which products and enquiries they see.

Tip

when someone new joins and sees no products, this is almost always the fix. Assign them to their group here.

#Delivery address

Set the group's delivery address. It's offered when someone orders for this group. See Delivery addresses.

#Colours

  1. Press + Add colour.
  2. Pick the colour.
  3. Enter a Colour title, for example "Club Navy".
  4. Optionally add a PMS / custom ref.

Saved colours are used when raising enquiries: Use customer colours on the enquiry form pulls them in. The last order that used each colour is shown beside it. Colours saved by your supplier are managed by them.

#What only your supplier can do

  • Add a new person to your company's account.
  • Switch off someone's login.
  • Change who the account admin is.
  • Add or change the logos held on file for a group.

Message your supplier with the name, email address and which groups for anyone who needs adding.

#Common questions

A new person sees no products. Assign them to their group in Assigned users.

Someone needs adding to the portal. Only your supplier can add a person. Send them the name, email address and groups, then tick the person into their groups here once they're set up.

Why can't I edit some colours? They were saved by your supplier and are managed by them.

Related guides

Adding products to a visualAdd base or custom products to a visual job, give them product codes, and attach the renders, logos, names and detailings the customer will approve.Creating a customer productMake a decorated version of a base product for one customer, with its own code, sub group and pricing choice.Sub groups and the logo libraryCreate sub groups for each club, school or team under a customer, assign people to them, and build a reusable logo library.