If you have an accountant's console, you can use client groups to help manage and sort your clients.

Jump to:

• Create a group
• Edit a group
• Delete a group

Create a group

Console administrators can create client groups on the client page in the console.

1. Login to your console
2. Select Clients in the navigation menu
3. Select More Actions
4. Select Create New Client Group
5. Enter Group Name and optional Description
6. Select Clients to add to the group
   • Start typing a client name, and select from the dropdown to add a client.
   • Select the x next to a client name to remove a client
   • Clients can only be in one group at a time
7. Select Save
   

You can also sort your client list by groups, and groups will appear on your Console Billing report.

Edit a group

Console administrators can edit client groups on the client page in the console.

1. Login to your console
2. Select Clients in the navigation menu
3. Select the group you'd like to edit under Client Group
4. Edit the details as needed
   • Select the x next to a client name to remove a client
   • Clients can only be in one group at a time
5. Select Save
   

Delete a group

Console administrators can delete client groups on the client page in the console.

1. Login to your console
2. Select Clients in the navigation menu
3. Select the group you'd like to delete under Client Group
4. Select Delete Group
5. Select Yes, Delete Group