Group Accounts

Gather many contacts and users under one umbrella account, so you can manage a whole organisation as a single relationship.

A group account is a parent entity that holds multiple contacts and users together — a holding company, a franchise group, or any customer with several people and sites. It's for anyone managing larger or multi-site relationships.

What you can do

  • Create umbrella accounts that hold many contacts and users under one entity.
  • Link and unlink contacts to a group as the relationship grows or changes.
  • Search and list your group accounts by name.
  • See a full 360° snapshot of a group in one view — its linked contacts and users, upcoming events, attachments and recent emails.
  • Review a group's emails and upcoming calendar events in one place.
  • Attach documents and files to the group, not just to individual people.
  • Let portal customers see their own billing overview tied to their group account.

How to use it

An administrator switches Group Accounts on from Settings → Apps. It then appears in your navigation alongside Contacts.

Create a group account for the parent organisation, then link the relevant contacts to it — each person stays a full contact in their own right while also belonging to the group. From the group's view you get the whole picture at once: who's involved, what's coming up, recent correspondence and attached paperwork. It's the natural home for any customer that's really several people pulling in the same direction.

Working with your agent

Describe the account and your agent assembles the brief or reshapes the membership for you.

You:    "Tell me everything about the Northbridge Group before my meeting"
Agent:  Returns one briefing — linked contacts, upcoming events, recent emails and attachments.

How it fits

Group Accounts build directly on Contacts — every member is a contact you already hold — and they pull in events from your Calendar and correspondence from your Inbox. Your agent can search groups, link contacts and brief you on the whole relationship in a single call.

Tip. Use a group account whenever a customer has more than one decision-maker — it keeps every conversation and document for that organisation in one place.