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Business e-services customers may find it useful to group users by location or by function, for example a group for the finance team.

Once a user is associated to a group, they can choose to use the group contact details as their personal contact details. This makes it quicker for you to update contact details, as you won鈥檛 have to update each individual鈥檚 account. Contact details are not associated to Variable Direct Debit accounts, which determine where completed postal applications are sent.

Create a group

1. Select 鈥楢dministrative Services鈥�.
2. Select 鈥楳anage Groups鈥�.
3. Select 鈥楥reate group鈥�.

Enter group name and contact address

1. Enter the name of the new group. (If a group of that name already exists, you will see an error message.)
2. The 鈥楢ddress details鈥� section gives you 3 options for allocating a contact address to the group. This is a contact address only and not associated to where completed applications are sent: * if you select 鈥楴one鈥�, no contact address will be assigned to the group and group members cannot be contacted collectively. Also, if you select this option you will not be able to add any other contact details in later screens * select the second address option, to assign the business unit address to the group * select 鈥極ther鈥� to specify another contact address for the group
3. If you select 鈥極ther鈥�, enter a postal or DX address. UK postal addresses must include a postcode. You can also enter telephone details.
4. Select 鈥楴ext鈥�.

Email address and preferred contact

1. Select no email address, the business unit email address, or add a new email address.
2. Choose a preferred 鈥楥ontact method鈥�.
3. Select 鈥楶revious鈥� to change one of the options you selected earlier or to add additional details. You can鈥檛 do this after you鈥檝e saved.
4. Select 鈥楽ave鈥� to create the group.

A message confirms that the group has been created.

Logout

When you have completed your tasks, select 鈥楲ogout鈥� at the top of the screen to exit the system securely.