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It is possible to group your Business into groups on Partoo according to your chosen criteria (location, activity, Organisation...). 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.
Thus, you will be able to:
Easily access the Business of one or more groups;
Create "Group Managers" who can manage the Business linked to one or more groups;
Filter your statistics for one or more groups;
How to create a group on Partoo?
To organize your Business by group you will need to:
1 - Create one or more sections
2 - Create one or more groups
How to create a section on Partoo?
From the "Business" page:
Click on "Manage my groups", then on "+ New section"
Name your section. For example: Section 1 = Country;
Click on “Create the section” to finalize the creation.
Repeat these steps to create as many sections as needed.
How to create a group of Business?
Once your first section is created, associate groups with it.
Click on “+ New group”;
Name the group;
Click on “Save”.
Repeat these steps and associate as many groups as needed.
How to associate Business and users to a group on Partoo?
How to add Business to a group?
The last step is to add Business to the different groups:
Click on the group in question;
Select the different Business associated with the group;
Click on “Save”.
How to add a user to a group?
Once the sections and groups are created, you can name "Group Managers" who can manage the groups they have been assigned to.
Click on the avatar at the top right of your page.
Click on "Settings" represented by the ⚙️ icon;
Then click on "Team and Organisation" then "+Create a user";
Enter the information of the user you want to create;
Select the Business they will be able to manage;
Associate them with the group(s) the user will be able to manage;
Select “Send an invitation email”
Finish by clicking the “Save” button.
If you have any questions, do not hesitate to contact us by clicking on the bubble at the bottom right!