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Managing Client Groups

Learn how to manage your client groups.

Manage your list of defined client groups using the client group manager.

Key Points

When managing client groups, the main points to be aware of are.

  • Group names must be unique.
  • Clients can only be assigned to a single group.
  • In order to manage client groups, you must be granted access to do so.
  • You may be presented with a list of clients when deleting a group; said list will include all client records that will be affected by the action.
Step-by-step

See below for a step-by-step guide on creating a new group, updating an existing group and deleting a group.

Creating a new client group
  1. Navigate to the 'Admin' area using the system menu.
  2. Expand the 'Clients' section and find the item with the header 'Client Groups'.
  3. Click/press the button 'Manage'.
  4. Once the dialog/window has opened, click/press the 'New' button.
  5. Enter the unique name of the group.
  6. Click/Press the 'Save' button.
Updating and existing client group
  1. Navigate to the 'Admin' area using the system menu.
  2. Expand the 'Clients' section and find the item with the header 'Client Groups'.
  3. Click/press the button 'Manage'.
  4. Once the dialog/window has opened, find the record you want to change and click/press the 'Edit' button.
  5. Make the required changes.
  6. Click/Press the 'Save' button.
Deleting a client group
  1. Navigate to the 'Admin' area using the system menu.
  2. Expand the 'Clients' section and find the item with the header 'Client Groups'.
  3. Click/press the button 'Manage'.
  4. Once the dialog/window has opened, find the record you want to change and either:
    • Click/press the 'Down' arrow next the 'Edit' button and select 'Delete'.
    • Click/press the 'Edit' button and click/press the 'Delete' button once the record as loaded.
  5. When prompted, click/press the 'Delete' button on the confirmation dialog.
  6. If there's any clients in the group then you will be presented with an impacts dialog.
    Once you've reviewed the list of impacts click/press 'Continue'.
Home Admin Managing Client Groups
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Admin Overview Managing Departments Managing Job Roles Managing Responsibilities Managing Rates Of Pay Managing Employee Groups Managing Employee Document Types Managing Shared Employee Document Types Managing Client Groups Managing Client Document Types Managing Shared Client Document Types Managing Supplier Groups Managing Supplier Document Types Managing Shared Supplier Document Types Managing User Time Off Settings Managing User Groups Managing Users User Notifications Managing Terminal Accounts Assigning Permissions
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