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Create and manage client groups

How to add and update client groups and parent client groups for customers, assign them to the group and invite to Customer Portal

Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

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!

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.

2. Click + Create.

3. Provide Name and click Save Client Group.

Available fields on a client group

Required (Name)

  • Name: The name of the client group.

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.

2. Click Edit on the relevant 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.

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.

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, with the only difference being that they have another client group nested underneath. An existing client group can be selected as a parent when creating or editing a client group.


How to Invite users to the client group’s Customer Portal

  1. Create an user with Customer License without any Security Group selected.

  2. Create or edit and existing client group and select the new user in the Accounts field.

  3. Send welcome email to the user.


Video

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