Setup
You will need the following permission in your security group:
Can view clients.
Can create clients.
Can update and archive clients.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add optional information and screenshots under these arrows.
How to create a client group
1. Navigate to People > Clients and go the Client groups tab.
1. Navigate to People > Clients and go the Client groups tab.
2. Click + Create.
2. Click + Create.
3. Provide Name and click Save Client Group.
3. Provide Name and click Save Client Group.
Available fields on a client group
Required (Name)
Required (Name)
Name: The name of the client group.
Optional (Primary sector, Parent client group, Accounts)
Optional (Primary sector, Parent client group, Accounts)
Active: Ticked box indicates the client group is active.
Primary sector: Classify client groups for improved insights and reporting.
Parent client group: Select an existing client group to be a parent
Accounts:
How to edit a client group
1. Navigate to People > Clients and go the Client groups tab.
1. Navigate to People > Clients and go the Client groups tab.
2. Click Edit on the relevant client group.
2. Click Edit on the relevant client group.
3. Change any details and click Save Client Group.
3. Change any details and click Save Client Group.
How to assign clients to a client group
Individual Client
1. Navigate to People > Clients and click Edit on the relevant client.
1. Navigate to People > Clients and click Edit on the relevant client.
2. Select Client group in the dropdown and click Save Client.
2. Select Client group in the dropdown and click Save Client.
Via Bulk Edit
1. Navigate to People > Clients, select the applicable clients and click Edit [X] Clients.
1. Navigate to People > Clients, select the applicable clients and click Edit [X] Clients.
2. Select a client group in the Change Client Group dropdown and click Apply Changes.
2. Select a client group in the Change Client Group dropdown and click Apply Changes.
How to create and manage parent client group
Parent client groups are created and managed the same way as client groups — the only difference is that a parent client group has another client group nested underneath it. To set one up, select an existing client group in the Parent client group field when creating or editing a client group. Client group nesting is limited to two levels. A client group that already has a parent cannot itself be made a parent, so the deepest structure you can build is: Parent client group → Client group → Clients (with their properties below). For example, if Client Group A is the parent of Client Group B, you cannot then nest Client Group C under B — Client Group C must sit directly under Client Group A instead. If you try to add a third level, Uptick won’t save it.
How to Invite users to the client group’s Customer Portal
Create an user with Customer License without any Security Group selected.
Send welcome email to the user.
Video
Recommended steps
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