Groups

Use this screen to configure groups of clients. A Group of clients will use the same tasks and workflows, allowing you to run them at the same time.

You can only see this screen if you have access rights for the Configure Groups menu item in Admin.

If no groups have been configured yet, the Group Name and Selected Clients fields will be blank. The drop-down list of Available Clients will be populated with clients you have access to.

How to create a new Group

1. To create a new Group, select the plus icon:

   

2. Enter a name for the Group and select:

   

3. Double-click on a client in the Available Clients list that you want to include in the Group.

4. Repeat until you have included all the clients you need.

5. Select Save.

There may be clients that are not visible because you do not have access to them. These clients will remain included in the group after Saving even though you cannot see them.