Managing groups

The client groups can be managed on the Groups page. The actions available for groups are

  • Create subgroup

  • Edit group properties (description and notes)

  • Add or remove clients from a group

  • Remove group including subgroups

The actions available for assigning clients and groups are

  • Assign clients to one or more groups

  • Remove clients

Please note the different functionality of the top-level groups 'groups' and 'clientdirectory'. The latter allows a client to be assigned to only one group; if this has not been done explicitly, this client appears in the subgroup not_assigned. In contrast, a client can be assigned to several subgroups in the groups group.