Create a New Attribute Group

Organize your member attributes using attribute groups. For example, create a "Contact Info" Group and add their email address, phone number, and mailing address. Attributes are organized by group when displayed in member cards and when editting or updating member information.

This article explains how to create your first attribute group with step-by-step instructions.

NOTE: You must first create at least one attribute before you can create an attribute group.

How to Create a New Attribute Group: Step-by-Step Instructions

1. Login to PARTNER CPRM and open your Ecosystem.

2. On the lefthand side of the screen, click "Attributes" within the ecosystem navigation menu to open your attribute library.

3. Within your library, click "Manage Groups" at the top of the screen.

4. Give the attribute group a name.

5. Click "Add" to create the group.

6. Click "OK" and return to your attribute library.

7. Click the 'more options' icon to the right of the attribute you want to add to the group, then click "edit."

8. Click the drop-down menu below "Group."

9. Select the group you want to add the attribute to.

10. Click "Save."

NOTE: Each attribute can only be assigned to one attribute group at a time.

You can edit the name of your attribute group by clicking "Manage Groups" at the top of the screen and clicking the 'edit' icon next to the group name.

You can also delete an attribute group using the same edit icon.

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