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Add an Account to a Functional Account Group


A functional account group allows you to categorize your customers based on some common element such as geography, product, or channel.

Adding an Account to a Functional Account Group

Getting Here: Click Accounts > search for an account > Account Overview > Account Groups tab

  1. Select the functional account group(s) to which the customer should belong.
  1. Click Change Account Group(s). A message displays confirming that the change was saved.

The applicable Customer Support Representatives will have access to the customer's information based on the settings for their user roles.

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