Group Detail

View and manage a single business partner group including its members and properties.

Accessing the Page

Navigate to Business Partners → Groups and click any group row, or go directly to /business-partners/groups/:id.

Group Information Card

Displays the group’s core properties:

Field	Description
Code	The unique group code
Scope	Scope badge — Customer (purple), Vendor (cyan), Lead (amber), or Any (indigo)
Status	Active or Inactive badge
Member Count	Number of business partners in the group
Description	Group description (shown if set)

Action Buttons

Button	Description
Back to Groups	Return to the groups list
Edit	Open the edit dialog to modify name, scope, description, or active status
Delete	Delete the group and all member associations (requires Admin permission)

Editing a Group

Field	Editable	Notes
Code	No	Read-only after creation
Name	Yes	Max 200 characters
Scope	Conditional	Locked when group has members — remove all members first
Description	Yes	Optional
Active	Yes	Toggle to hide/show the group in lists

When the scope is locked, an amber warning explains that members must be removed before changing the scope.

Group Members

The Members card shows all business partners assigned to the group.

Each member displays:

• Name and Code of the business partner
• Role badges — Customer, Vendor, or Lead (based on partner roles)
• Status badge — Active or Inactive
• Remove button — Remove the member from the group

When no members exist, the card shows: “No members in this group yet. Click ‘Add Member’ to add business partners.”

Adding a Member

1. Click the + button in the Members card header
2. The Add Member dialog opens with a business partner dropdown

3. Select a business partner from the dropdown

4. Click Add to confirm

The dropdown automatically filters by the group’s scope — a Customer scope group only shows customer-type partners. Partners already in the group are excluded from the list.

Removing a Member

1. Click the trash icon on the member row
2. A confirmation dialog asks: “Are you sure you want to remove “{name}” from the group “{group}”?”
3. Click Remove to confirm

Deleting a Group

1. Click the Delete button in the action bar
2. A confirmation dialog warns that all member associations will be removed
3. Click Delete to confirm — you will be redirected back to the groups list

Related Pages

• Groups — Browse and manage all groups
• Business Partners — Main business partners listing
• Teams — Manage teams with region assignments