13 Group Configuration

This chapter explains how to configure groups.

This chapter contains the following topics.

Group Configuration

Group Configuration

You configure groups on the Group Configuration tab on the Subscriber Profile Manager screen. Once you have configured a group, you can assign it to a tree node on the Subscriber Config tab or Product Type Config tab. You can then define which fields belong to the group.

Group Types

The Group Type determines whether the group can be assigned to a node in the Subscriber Config tree or Product Type Config Tree. The available group types are:

• Product Type

• Subscriber

• Sub-Group

Assigning groups to nodes

For details on assigning groups to nodes on the:

• Subscriber Config tree, see Subscriber Configuration

• Product Type Config tree, see Product Type Configuration

• Sub-Groups tree, see Sub-Group Configuration

Adding groups

Follow these steps to add a new group.

1. In the Subscriber Profile Manager screen, select the Service Provider from the drop down box.

2. On the Group Configuration tab, click New.

   Result: You see the New Subscriber Profile Manager Group screen.

3. In the Group Name field, enter the name for this group.

4. Select the Group Type from the drop down list.

5. Click Save.

Related topic

Group Configuration

Editing groups

Follow these steps to edit an existing group.

Note: You cannot change the group type.

1. In the Subscriber Profile Manager screen, select the Service Provider from the drop down box.

2. On the Group Configuration tab, select the group to edit.

3. Click Edit.

   Result: You see the Edit Subscriber Profile Manager Group screen.

4. Enter a new Name for the group if required.

5. Click Save.

Deleting groups

Follow these steps to delete a group.

Warning: You cannot delete a group if it is currently assigned to a node on the Subscriber Config tab, the Product Type Config tab, or the Sub-Group Config tab.

1. In the Subscriber Profile Manager screen, select the Service Provider from the drop down box.

2. On the Group Configuration tab, select the group to delete.

3. Click Delete.

   Result: You see the Delete Confirmation prompt.

4. Click OK.

   Result: The record is deleted.