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How To Create A Customer Group And Assign Customer To A Particular Group In Magento 2? (5 minutes)

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WHY DO YOU NEED TO CREATE CUSTOMER GROUP IN MAGENTO 2?

Magento 2 provides us with 3 default customer groups namely General, Not Logged In and Wholesale. However, your Magento e-commerce business might have to deal with more types of purchasers such as Retailer and V.I.P. Therefore, in this tutorial we will show you how to create a custom customer group to meet your needs.

HOW TO CREATE NEW CUSTOMER GROUP IN MAGENTO 2?

There are just 3 simple steps to add a new customer group in Magento 2. Let’s get started!

  • 1st step: Go the admin panel, navigate to STORESclick on Customer Groups under Other Settings

(Admin Panel => STORES => Customer Groups)

how to create customer group in magento 2

 

  • 2nd step: Click on Add New Customer Group button

create new customer group magento 2

 

  • 3rd step: Add information of the new group

Here you need to enter the new group name and then choose the tax class applied for this group. Save to complete the configuration.

add new customer group in magento 2

 

HOW TO ASSIGN CUSTOMER TO A SPECIFIC CUSTOMER GROUP IN MAGENTO 2?

  • 1st step: Go the admin panel, navigate to CUSTOMERS and choose All Customers

(Admin Panel => CUSTOMERS => All Customers)

 

  • 2nd step: Move the customer to a particular group

Choose the customer that you want to move by checking on the box.
assign customer to a group magento 2

Then, expand the Actions dropdown and choose Assign a Customer Group.

move customer to another group magento 2
Continue choosing the group that you want to move the selected customer into.

Finally, click on the Add New Customer button to complete.

We have shown you how to create a new customer group as well as how to assign a customer to another group in Magento 2. If you have any problems when following this tutorial, be free to ask us by leaving a comment below. See you in the next tutorials!


See More Of Our Magento “How To” Series:

How To Configure Customer Accounts in Magento 2?

How To Use Flat Catalog In Magento 2?

How To Config URL Rewrite in Magento 2?

How To Create New Cart Price Rule In Magento 2

How To Create New Catalog Price Rule In Magento 2

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April LeeHow To Create A Customer Group And Assign Customer To A Particular Group In Magento 2? (5 minutes)

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