Create new group

You can create groups and subgroups to organize your clients. Creating groups is a good way for larger organizations, such as accounting firms, to organize their customers.

To create a new group:

1. Click Administration.
2. At the top/customer or group level, click the Units tab. NOTE: When you are at the group level, you create sub-groups.
3. Click Actions > Add group.
4. In the Add group dialog box, enter a name for the group.
5. Click the Confirm button.

Add clients to the group

1. Click Administration.
2. At the top/customer, group, or client level, click the Units tab.
3. Select the client you want to move. NOTE: You can only move one client at a time.
4. Click Actions > Move client.
5. In the Move... dialog box, select the group from the list and click Change. The client is moved to the group, and the group users in the destination group will automatically be added as client users in the client you moved to.

NOTE: If you move a client from one group to another, the group users from the original group are removed from the client.