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Insurance
Create a Group Class

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Create a Group Class

Group classes are groups of members who all receive similar benefits. Examples of group classes include Executives, Managers, and Directors.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses
User Permissions Needed
To create a group class Digital Insurance Group Census Quote Contract Management, Digital Insurance Group Census Quote Contract Management Partner Community
  1. From the App Launcher, find and select Group Class.
  2. Click New.
  3. Enter these details:
    • Specify a group class name. For example, Executives.
    • Select an account associated with this group class.
  4. Save your changes.
 
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