Create Client Groups

To use the Client groups submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To create a new client group:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Dimensions > Client Groups.
3. On the Groups Setup tab, click Create Client Group .
4. You can edit the Group Name by double-clicking on the field.