Adding Clients to an Existing Client Group

To add clients to an existing Client Group: 

1. In the top navigation, click Client. 
   
2. Click the Client Actions button, and then select Client Groups. 
3. Under Client Groups, select the desired Client Group.  
   
4. Click Edit.  
   
5. Under Edit Client Group, enter the name of a desired client in the Search field.  
   

   Note: You can also use the scroll bar to view clients if desired. 

   
6. When you have found the desired client, click the plus sign icon to the right of their name to add the client to the Client Group.  
7. Repeat steps 5 and 6 until you have added all desired clients to the Client Group.  
8. Click Save Client Group.