---
title: "Patron Groups"
slug: "patron-view-group"
updated: 2022-10-06T13:31:14Z
published: 2022-10-06T13:31:14Z
canonical: "docs.surpass.cloud/patron-view-group"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.surpass.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Patron Groups

The [Patron Groups](/docs/setting-patron-group) features allow you to create groups of patrons for various purposes, including reporting and circulation rules.

          📺 Video Tutorial

          

A video tutorial on patron groups is available on YouTube: [Creating and Using Patron Groups](https://youtu.be/T50LfeMpWTQ)

## Viewing all Patrons in a Group

The groups to which a patron belongs are listed as color-coded blocks on the upper-right side of the patron detail on the [Patrons View](/docs/patron) page. Click a group name to see a list of all of the patrons in that group.

![patron-view-group-search](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-group-search.png)

You can also search for patrons by group by selecting the **Group** option for Search-In when [Searching for Patrons](/docs/patron-view-search) on the [Patrons View](/docs/patron) page.

## Add a Patron to an Existing Group

To add a patron to an existing group from the [Patrons View](/docs/patron) page, [edit the patron record](/docs/patron-view-edit), and select a group from the drop-down list for the **Groups** field.

![patron-view-group](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-group.png)

## Add a Patron to an Existing Group

To add a patron to a new group from the [Patrons View](/docs/patron) page, [edit the patron record](/docs/patron-view-edit), and start typing the name of the new group in the **Groups** field.

![patron-view-group-new](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/patron-view-group-new.png)

The new patron group will be created using the name you enter.

## Remove a Patron from a Group

To remove a patron from a group, on the [Patrons View](/docs/patron) page, [edit the patron record](/docs/patron-view-edit), click the **X** next to the group from which you want to remove the patron.

## Changing Group Colors and Descriptions

Each group has a color code, which is chosen at random when you add a new group. You can change the group color and add a short description of the group on the [Settings : Patrons : Groups](/docs/setting-patron-group) page.

## Related

- [Groups](/setting-patron-group.md)
- [Patrons View Page](/patron.md)