Client Groups are added to allow individuals to have equal access to a portal. This entails each group owner to have their own unique email address.
When a group is created, the group's name can be added/adjusted to reflect a universal system within your office, like other programs or just as the user feels is the best name to call the Family or Client group.
To change the group name on creating the group or adjust an already created group read below:
To Change a group name on creation of a new group:
1. In your Partner Portal > Clients > Client List > Click Add Client group
2. Once you add the Group members' names and unique emails, simply click in the Group Name area and adjust to your preferred name (typing over the name currently in the box)
To Change a group name if already created:
1. In your Partner Portal > Clients > Client List >Select the client and click on the 3 action dots to the right, then Manage Household name
2. You can now change the group name in the box provided and click 'Save'.
.
