Once you have submitted a new group’s information, a screen is displayed allowing you to add Clients to this group.
- Search allows you to search for existing Clients to attach to this group. Next to each Client that the search returns, is an option to Add Client. Use this option to add the required Clients to the group.
- Group Clients Selected lists the Clients as you are adding them to this group. Next to each individual Client is the option to Delete Client. Use this option to remove a Client from the list.
Once you have attached all the required Clients to this group, click the Finish button at the bottom of the screen to continue.
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