Create & Manage Groups
This section describes the process for creating and managing groups of customers
The user will begin by navigating to the NTUA Portal Homepage.
Step 1: Navigate to the following URL: https://www.myntua.com/. User will enter their 1) Username and 2) Password, then click Login.
Step 2: If authentication is successful, the customer will be navigated to the MiAdmin Homepage, with the Customer Search page opened by default. From the left-hand navigation menu select Groups, then select Create Group.
Note: Only users with a role of Admin will see the Groups section.
Step 3: Enter the relevant customer search criteria. See also the Customer Search guide. When complete, click Search.
Step 4: View Search Results. The user may now save the search results as a group by selecting Save Result as Group.
Step 5: From the popup create a memorable Name and Description to identify the saved result. Click Submit.
Step 6: A message is received that the group has been saved successfully.
Step 7: Users may view saved groups by selecting Manage Groups from the left navigation.
Step 8: If multiple saved groups exist, the user may narrow down search results using any of the following fields:
1. Group Name
2. Created By
3. Updated By
4. Updated On
5. Created On
6. Archived - No (by default), Yes
Step 9: Click Search. Results that match the criteria will be displayed.
Step 10: Click on any of the Group Names listed (row will be highlighted), then click View Group to view the group details and results.
Step 11: You can scroll down to see all the group members and you can use the page control at the bottom to navigate between them.
