Create an account manager and client group

This article explains how to add account managers and clients to a group on your Practice Dashboard.

If you need to make changes to a group that you’ve already created, find out how to edit a group.

1. Create a group

Navigate to either the ‘Account Managers’ or ‘Clients’ area and select ‘Manage groups’.

Alternatively, select ‘Settings’ from the drop-down menu in the top-right of your Practice Dashboard and select ‘Groups’.

Then, select ‘Add new group’.

Enter a suitable name for the group and select ‘Create new group’ to complete the process.

You can then add clients and account managers to the group.

2. Add clients to the group

To add a client to the group, select the client from the drop-down menu and select ‘Add’.

Repeat this process for each client you want to add to the group.

If you’d like inactive and closed clients to appear in the drop-down menu, tick the ‘Include inactive and closed clients’ check box.

You can see which clients have been added to the group, along with the details of any other group(s) they’ve been added to, in the ‘Clients in group’ panel.

3. Add account managers to the group

To add an account manager to the group, select the ‘Account managers’ tab.

Select the account manager from the drop-down menu and select ‘Add’.

Repeat this process for each account manager you want to add to the group.

You can see which account managers have been added to the group, along with the details of any other group(s) they’ve been added to, in the ‘Account managers in group’ panel.

Accessing the group’s clients

Once a group has been created, the account managers can access those clients by navigating to the ‘Clients’ area and selecting the ‘My group clients’ tab.