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How do I create groups of businesses on Partoo?
How do I create groups of businesses on Partoo?

Group your businesses by location, type, brand.... and access all the relevant information in just a few clicks.

Sébastien Blum avatar
Written by Sébastien Blum
Updated over 2 months ago

It is possible to gather your businesses into groups on Partoo according to the criteria of your choice (location, activity, brand....). These groups are organized into sections.

For example :

Section 1 = Country; Group 1 = France; Group 2 = Italy

Section 2 = Category; Group 1 = Florist; Group 2 = Baker

A business can therefore appear in several groups.

In this way, you can :

  • Easily access businesses in one or more groups;

  • Create 'Group Managers' who can manage the businesses attached to one or more groups

  • Filter your statistics for one or more groups.

How do I create a group on Partoo?

To organise your businesses by group, you need to:

1 - Create one or more sections;

2 - Create one or more groups.

How do I create a section on Partoo?

First of all, go on the 'Locations' tab

  • Click on 'Manage groups' then on '+ New section'

  • Name your section (eg: section 1 = country);

  • Click on 'Create section' to finalise the creation.

Repeat these steps to create as many sections as you need.

How do I create a group of businesses?

Once you have created your first section, associate groups to it.

  • Click on '+ New group';

  • Name the group;

  • Click on 'Create group'.

Repeat these steps and associate as many groups as you need.

How do I associate businesses and users with a group in Partoo?

How do I add businesses to a group?

The final step is to add businesses to the various groups:

  • Click on the group in question;

  • Select the different businesses associated with the group;

  • Click on 'Save'.

How do I add a user to a group?

Once the sections and groups have been created, you can appoint 'Group Managers' who will be able to manage the groups to which they have been assigned.

  • Go to the 'Settings' section, represented by the ⚙️ sign;

  • Click on 'Team and Organisation', then on '+new user'

  • Enter the details of the user you wish to create;

  • Select the businesses that the user will be able to manage;

  • Associate the user with the group(s) that the user will be able to manage;

  • Select 'Send an invitation by e-mail';

  • Finish by clicking on the 'Save' button.

If you have any questions, don't hesitate to contact us by clicking on the bubble at the bottom right!

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