To add a group right-click in the Active tab area and select Add Group.

1. Enter a Group Name and a Description in the Selected Group area.
2. Click Assign Terms to view the Tags tree.

If defined that way, Tags might allow you to assign a customer type (financial, healthcare, high tech, non-profit), geography (NA, EMEA, etc.) or an audience segment (frequent shoppers, new shoppers, potential shoppers)..

3. Select one or more Security Levels.

Developers can use security levels to manage the information that customers see. See the iAPPS Developer Documentation for more information.

4. Select customers to add to the group from the list of Group Members.
   • Use the arrows to move entries from All Available Customers to Selected Customers.
   • You can also search for customers to add to the group.

To edit a group right-click a group in the Active tab area and select Edit Group. Edit details as noted in last section.

1. Right-click a group and select Deactivate Group. This moves the group from the Active tab to the Deactivated tab. Deactivated groups are not removed, but are not be included in iAPPS customer displays.
2. Click the Deactivated tab to Edit, Delete or re-Activate the group.