This article will guide you through the definitions of our Internal and Customer group types. To learn more on how to create them, please refer to the article below.
How To Create and Edit Groups
Manage Internal and Customer Groups
Internal Groups are used to manage internal processes within an organization. These groups are typically used by manufacturers or service providers to manage internal processes.
Customer Groups are designed to handle customer-specific workflows and data. These groups often include customer information, such as Customer Numbers and VAT Numbers, and are intended for external-facing interactions.
You can move assets and parts between Internal and Customer Groups after creation.
The option to select between Internal and Customer groups is only available during group creation. Once the group is created, the type is locked and cannot be changed.
Users assigned to a Customer Group can only create additional Customer Groups within that structure. The option to create an Internal Group will not be available to them.
Default user roles are determined by the group type:
Users assigned to Internal Groups are considered "internal users."
Users assigned to Customer Groups are considered "customer users."
