When you will not see this tabThe tab is hidden if your organization has only one account, and it is absent if you do not have permission to view groups.
Groups are organization-wide
A group is not a personal shortcut. Once created it is visible to everyone in your organization who can view groups, and anyone with the right permission can add accounts to it or grant access on it. Name groups so they make sense to colleagues, not just to you. The list shows each group’s name, how many accounts it holds, how many members can reach it, and when it last changed. A notice at the top tells you how many accounts are not in any group yet.Creating a group
Select Create new group and give it a name, for exampleLatam Mercosur. You can add accounts straight away or leave it empty and add them later.
You can also nest groups: the groups you pick under Sub-groups included go inside the new group. A group that already sits somewhere else moves, so a group has one parent at a time.
Group names are not uniqueYuno allows two groups to carry the same name. Nothing stops you creating a second
Latam, and the list will show both, so use names your team can tell apart.Changing a group
From the group’s row menu you can open Group details, Rename it, Add sub-group, remove it from its parent, or Delete it. Inside group details you can add accounts and members, and remove an account with Remove from group. Removing an account does not delete it — the account stops belonging to any group and goes back to being standalone, and anyone who reached it only through that group loses that route to it. Removing works on any account except the last one in the group, which is covered below.Rules that will stop you
Two rules protect groups from being left in a broken state. Both are enforced, not warnings.- A group must keep at least one account. Removing the last one is refused with “This group needs at least one account”. The dialog suggests adding another account first and then removing this one, which does free the account you wanted — but the group keeps the replacement, so it does not get you to an empty group.
- A group that still holds accounts or sub-groups cannot be deleted. The delete dialog tells you what to clear first — “Move its accounts out before deleting this group”, or “Delete or move its sub-groups before deleting this group” — and offers no way to continue.
Two places add accounts to a group, and only one of them movesAn account belongs to one group at a time, and the two entry points treat that differently:
- Accounts tab → Add to group moves an account, taking it out of whatever group it is in now. This is the one that empties a group.
- Group details → Add accounts only offers accounts that are not in any group yet, so an account already grouped will not appear in the list. This is why the move looks impossible if you start from inside the group.
Creating a second group relocates the problem rather than solving itMove the last account into a new group and the first group becomes empty and deletable — but the new group is now the one holding an account it cannot release. In practice, once any account has been put into a group, one group will always remain, holding at least one account. You can consolidate down to a single group; you cannot get back to none.Worth knowing before you create your first group, and worth naming that group something you are happy to keep.
What deleting a group does to access
Deleting a group changes how accounts are organized, not who can reach them. Nobody is locked out of an account because the group around it was deleted.Related docs
- Team members: granting someone access to a whole group.
- Account context: selecting a group as the scope for the rest of the dashboard.
- B2B Organization Management: managing groups through the API.