Client Groups are added to allow individuals to have equal access to a portal. When a group is created, the group's name can be added to reflect a universal system within your office, read like other programs or just as the user feels is the best name to call the Family or Client group.
To can change the group name on Creating the group or after the group is already active.
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, simply click in the Group Name area and adjust to your preferred name.
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'.
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