Edit or delete an account manager and client group

This article explains how to edit or delete an account manager and client group that you’ve previously added to your Practice Dashboard.

Practice users with any role who are added to a group will be able to access any client that is part of that group, even if they are not the assigned account manager for that client. Groups allow easier access to client accounts and prevent the need to juggle client ownership when an accountant or bookkeeper goes on holiday.

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’.

Select the relevant group.

You can then edit or delete the group.

How to edit a group

You can either edit the name of the group or remove clients and account managers from it.

Editing the name of a group

Select ‘Edit group name’ in the top-right.

Enter the updated name and select ‘Save change’ to complete the process.

Removing clients from a group

To remove clients from a group, navigate to the 'clients' tab. 

Select the cross icon to the right of the client(s) that you’d like to remove from the group.

You can also remove clients in bulk. To do this, select the checkbox next to each client that you want to remove from the group. You can select up to 100 clients at a time. To quickly select all clients on the page, tick the box next to ‘Client name’.

Select ‘Remove from group’.

A pop-up window will appear asking if you're sure you want to remove the selected clients from the group. Select 'Yes, remove from group' to complete the process.

Removing account managers from a group

To remove account managers from a group, navigate to the 'Account managers' tab. 

Select the cross icon to the right of the account manager(s) that you’d like to remove from the group.

You can also remove account managers in bulk. To do this, select the checkbox next to each client that you want to remove from the group. You can select up to 100 account managers at a time. To quickly select all account managers on the page, tick the box next to 'Account manager name'.

Select ‘Remove from group’.

A pop-up window will appear asking if you're sure you want to remove the selected clients from the group. Select 'Yes, remove from group' to complete the process.

Once account manager with a Standard or Limited role is removed from a group, they will immediately lose access to the clients that are in the group unless they are the named account manager for the client(s).

How to delete a group

To delete a group, select ‘Delete group’ in the top-right. Please note that a group can only be deleted if it has no clients or account managers in it.

If the group currently contains clients and account managers, you’ll need to remove them first.