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Client Groups

Admins can setup Client Groups from within the Admin portal. Client Groups are a powerful tool to organize similar clients together.

Group Managers will be able to add and remove clients from client groups. Client groups can also be added as a group of members to any workspace and can be filtered in the timeline. 

 

To create a Client Group: 

  1. Click the Client Groups tab on the left side menu in the Admin portal. This will open the Client Groups page on the right.
  2. Inside, select New Group. 
  3. Next, enter Group Info like a Group Name and Description. Upload an optional Group Image. Then click Next. 
  4. Add one or multiple users to be Group Managers and Client Users in the group. To remove a user, click the 'Trash' icon to the right of the user's name. 
  5. Then click Create to proceed. The new group will now appear in the Client Group list.

 

 

To manage a Client Group:  

  1. Inside the Client Groups page, click the '...' ellipses icon to the right of the client group you would like to manage. A drop down will appear.



  2. Click Edit Group Detail to make changes to the group details, such as the Group Name, Description, and Group Image. Then click Save Changes.
  3. Click Delete Group to delete an existing group. Type DELETE in the text box to proceed, then click Delete.