How to Create and Assign Customer Groups in Magento 1 & 2

The ability within Magento to define specific customer groups (allocate each customer to a group and control store behaviour according to which group a customer belongs to) is hugely important.

In this article we are going to discuss how various customer groups can be created and how to assign a customer to a specific customer group created in Magento eCommerce portal.

Actually, creating customer group is quite similar between Magento 1 and Magento 2. But I would show you more clearly:

Magento 1:

User can create and view customer groups from Magento admin panel. Admin can view all defined customer groups by clicking on Customers > Customer Groups. By default there are two customer groups defined in a fresh Magento installation.

• General
• NOT LOGGED IN

New customer group creation:

Admin can create new customer groups from admin panel. Admin just have to click on Customers > Customer Groups. All defined customer groups will appear in a tabular format. The steps to create a customer group are given below:

1. Click Add New Customer Group button.
2. New Customer Group section appears.
3. Enter new customer group name
4. Select the ‘Tax Class’ from Tax Class drop down.
5. Click  Save Customer Group button.
6. New Customer Group will appear on the top of the list along with an auto generated ID.

View customer groups:

Admin can view the customer groups assigned to customers by clicking on Customers > Manage Customers. All customer details will appear in a tabular format. Admin can view the customer group of each and every customer in Group column.

Assign a customer to a specific customer group:

Admin has the ability to assign a customer to a particular customer group. The required steps are given below:

1. Click on Customers > Manage Customers
2. All registered customer details will appear in a tabular format
3. Beside each customer detail there is a check box
4. Select the check boxes beside customers which will be assigned to a particular customer group
5. Click the Actions drop down and select the action Assign a customer group
6. Another drop down will appear listing all available customer groups
7. Select the desired customer group
8. Click the Submit button
9. All selected customers will be assigned to this new group

Magento 2:

Customer groups determine which discounts are available, and the tax class that is associated with the group. The default customer groups are General, Not Logged In, and Wholesale.

To create a customer group:

1. On the Admin sidebar, click Stores. Then under Other Settings, choose Customer Groups.
2. Click Add New Customer Group. Then, do the following:
   • Enter a unique Group Name less than 32 characters to identify the group.
   • Select the Tax Class that applies to the group.

1. When complete, click Save Customer Group.

To edit a customer group:

1. On the Admin sidebar, tap Stores. Then under Other Settings, choose Customer Groups.
2. Open the record in edit mode.
3. Make the necessary changes.
4. When complete, click Save Customer Group.

To assign a customer to a different group:

1. On the Admin sidebar, click Customers. Then, choose All Customers.
2. Find the customer in the list, and mark the checkbox in the first column. Then, do the following:
   • Set the Actions control to “Assign a Customer Group.”
   • Set the Group control to the new group.
3. When prompted to confirm, click OK.

To delete a customer group:

1. On the Admin sidebar, click Stores. Then under Other Settings, choose Customer Groups.
2. Open the record in edit mode.
3. In the button bar, click Delete Customer Group.
4. When prompted to confirm, click OK.
5. When complete, click Save Customer Group.