Add/Edit product group

Product groups serve the following purposes:

• Custom grouping for end users on the built-in account self-care interface that comes with PortaBilling/PortaSwitch. This allows users to easily locate add-ons available for self-sign-up within their respective groups.
• Relevant product display on the CloudPBX Self-Care Portal. When customers create accounts of specific types, product groups ensure that only relevant products are shown. For example, when adding a new extension, customers will only see products intended for extensions, and they won’t accidentally choose a product for an auto-attendant or a fax mailbox.

To edit a product group, click a product group name.

To add a product group, select + Product group and fill in the product group details.

Type a name for the product group.

Select whether the product group is managed by an administrator or a specific reseller.

Select the checkboxes to include main and add-on products in the product group. To add all products to the product group, select the checkbox to the left of the search field. To find a specific product, type the product name in the search field. The search is case-sensitive. Click the product name to see its details on the right. Select to open that product’s page.

Click Save to save the changes.

When you add or edit a product group, click a product name in the Select products to add section to view its details:

• Name – the product name.
• Account role – shows the intended application for accounts that use this product (e.g., whether the accounts represent phone lines, SIM cards, or top-up vouchers).
• Priority – the priority level of the add-on product, from low to high. This field appears for add-on products only.
• Description – a brief description of the product.