---
title: "Groups"
slug: "setting-patron-group"
updated: 2023-08-16T16:40:31Z
published: 2023-08-16T16:40:31Z
canonical: "docs.surpass.cloud/setting-patron-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.

# Groups

Patron Groups in Surpass Cloud provide you with a way to create custom groups of patrons which you can then use for a number of purposes, including:

- Conditions in patron reports, notices, barcodes, or ID cards to select patrons in a particular group.
- [Circulation rules](/docs/setting-circulation-rule) can be made to apply to patrons within a particular group.
- Anytime you want to return to a list of patrons later, whatever the reason may be.

          📺 Video Tutorial

          

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

Patron Groups may be created on-the-fly while adding or editing patron records in [Patrons : View](/docs/patron-view) and patrons may be added to existing groups there, as well.

The Patron Groups feature in Settings gives you a little more control over patron groups than you have in [Patrons : View](/docs/patron-view) . Here, you may add new groups, edit the name or color code of existing groups, and delete groups that you no longer need.

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

## Adding and Editing

See [Adding and Editing Records](https://surpass-cloud.document360.io/docs/adding-and-editing-records) for more information on adding and editing records in Surpass Cloud.

Deleting Groups
 Deleting a patron group **does not** delete the patron records associated with that group. The patron records remain but the group is removed.

                         

### Form Fields

![settings-patron-group-edit2](https://cdn.document360.io/dd4d24fa-d091-45a6-be6a-9adef7b432ec/Images/Documentation/settings-patron-group-edit2.png)

- **Name** - The name of the patron group.
- **Description** - An optional short description of the purpose of the group.
- **Color** - A color code to be associated with this group. The [Patrons : View](/docs/patron-view) records for patrons in this group will show the group name on a colored background.