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XTM Portal Administrator and User Manual 23.1

Creating a customer group
To create a customer group:
  1. In your XTM Portal UI go to Portal users tab and click the XTM Customer Groups option in the top-right menu.

  2. Click the Add Customer Group button to create a new customer group and define the following parameters:

    • Name

    • Description

    • Customers

  3. Click:

    • Save to save your Customer Groups configuration

    • Save and close to save your Customer Groups configuration and close the configuration window

Note

When updating a customer group here, that updated customer group will be the default one for all users.