Step 1: Click Client groups.
Step 2: Here you are able to view all the client groups created in the system. Select New client group.
Step 3: Fill in a group name and assign primary accounts to access this data.
Step 4: Once completed, select Save client group.
FAQ on Client Groups:
How do I delete a client group?
Uptick support team can assist in deleting a client group, just submit a ticket to us.
How do I change a client group name?
Click edit on the client group name line.
How do I add clients to the group?
When creating or updating the client, nominate the client group that the client will belong to by selecting an existing client group from the Clientgroup field.