User Groups Management

Once you group users into Groups, you can then configure a dedicated Loyalty Program that applies to the whole group instead of selecting users separately.


User Groups Review:

To review all the User Groups that are currently created in your ChargeWise workspace, you can log into your Admin app and navigate to the "User Groups" section:

User Groups in ChargeWise

Creating a new User Group in ChargeWise:

  1. Navigate to User Groups > Select + New user group:
Creating a new User Group in ChargeWise
  1. Enter the User Group's Name and Description:
Enter the User Group's Name & Description
  1. Select Users to Add to the Group > Create User Group
Select Users to group together before Creating a New User Group
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