Client Groups

Use Client Groups in the Dimensions submodule in the Settings module to configure the client group dimension. You can create and delete client groups and apply them as a dimension value on all jobs. You can also identify and update the client group where specific clients are included.

To use Client Groups in the Dimensions submodule, you must have access to Settings as defined in User Access Rights under Settings.

You can use client groups in several areas within WorkBook such as Jobs > Settings > Job Dimension Settings.

Client Groups provides the following tabs:

• Groups Setup: Enables you to create and delete client groups. You can also apply the client groups as a dimension value on all jobs.
• Clients: Enables you to identify and update the client group where specific clients are included.
  Note: A client can only exist in one client group at a time.