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Managing Requester Groups in FlowPath
Accessing Requester Groups
Events module in FlowPath allows access to requester groups.
Requesters from external events are automatically captured in the requester database.
Grouping Requesters
Requesters are grouped by email domain.
Groups can share the same domain or have different ones.
New requests with the same domain are associated with the first group created within that domain.
Managing Requester Groups
Requester group profiles show statuses like good standing, bad standing, and suspending.
Tags, notes, primary email addresses, billing addresses, and rental rates can be added.
Sorting and filtering options are available.
Editing Requester Groups
Clicking into a requester group allows for editing group details.
Changes can be made to group name, rental rates, domain, email address, status, categories, phone number, etc.
Certificate of insurance details can be added with expiration dates and coverage amounts.
Viewing Group Details
Associated requesters, approved events, pending requests, cancellations, attachments, and invoices are visible within the group.
Admins receive COI expiration reminders.
Deletion option is available for groups.
Creating Requester Groups
Manual creation of requester groups is possible.
Input group name, primary email address, and COI details.
Save the group to have it displayed in the events section.
Integration with Events
Requester groups are linked to events.
Requester details are visible within specific events, showing their group association and standing.