Account groups

Account groups allow you to group accounts together. These groups can then be used to control access to internal events or to import accounts into contact lists. Learn here how to manage your organisation’s account groups.

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Managing internal events using account groups

With account groups, you can create targeted internal audiences for your events. For example, you can reuse the same audience for recurring events or restrict access to specific departments. External events, on the other hand, are managed via the registration and access settings in the authorisation groups.

Within an event, account groups can be used for the following purposes:

Import contacts and send invitations: Import the accounts of an account group directly as contacts into your event and send invitations to them.
Restrict access to the event: Under Authorisation groups → Allow access to event website only for selected account groups, you can assign an account group. Only users belonging to this group will have access to the event. This is particularly useful if your event is listed in a library and no invitations are sent actively.

Editing account groups

Account groups can be managed in the admin area by admins at all levels. However, event admins can only create account groups for the events for which they are assigned as admins. Workspace and tenant admins, by contrast, can create generally applicable account groups—such as departments—for their workspace or tenant. These groups can then be used by event admins within their events.

Creating new account groups

Below you will learn how to create account groups for your event.

Select “Account groups” in the top navigation bar
Create a new account group using the button
Select the level (if available):
- Event: For account groups that should only be used within a specific event
- Workspace: For account groups that should be available across all events within a workspace (e.g. members, departments)
- Campaigns: For account groups used within a specific campaign (e.g. HR newsletters, departmental updates)
- Tenant: For account groups that can be used across the entire tenant (e.g. fixed departments).

Adding or removing accounts from an account group

Select “Edit accounts” from the action menu (···).
Add or remove accounts using their email addresses.

After a few minutes, you will receive a notification at your email address confirming the success of the import. It will list all email addresses that could not be imported into the account group—for example, because the account does not exist or an incorrect account type was selected.

Screenshot showing the option to edit accounts.

Screenshot showing the entry of account data for managing account groups.

Importing contacts from accounts

For events with internal audiences, contacts can be imported directly from account groups. To do this, at least one authorisation group must be created that is restricted to accounts.

Restricting an event to accounts

To restrict an internal event to specific accounts, the relevant account group can be assigned within the authorisation group. If no account group is assigned, all accounts of the selected account type will be able to register.