> For the complete documentation index, see [llms.txt](https://orbit-b2b.gitbook.io/orbit-b2b-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://orbit-b2b.gitbook.io/orbit-b2b-docs/customer-groups/add-members.md).

# Add members

## Steps

1. Go to **Customer Groups** and open a group
2. Click **Add member**
3. Search for a customer by name or email
4. Select the customer
5. Click **Add**

The app immediately applies the group's tag to the customer's Shopify account. Pricing rules targeting that tag will activate on the customer's next page load.

***

## Removing a member

1. In the group's member list, find the customer
2. Click the remove icon
3. Confirm removal

The tag is removed from their Shopify account. They will revert to retail pricing (or whatever other rules match them).

***

## Bulk assignment via Registration Form

When you **approve** a B2B registration application, you can assign the customer to a group in the approval screen — no need to manually add them to the group list afterward.

***

## Manual tagging in Shopify Admin

You can also manage group membership directly in Shopify (Admin → Customers → customer → Tags). The app reads the tag and applies pricing rules regardless of where the tag was added. However, managing groups through the app is recommended to keep your records consistent.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://orbit-b2b.gitbook.io/orbit-b2b-docs/customer-groups/add-members.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.