TimeTrak Client - Customer Groups
Clients will need to be assigned to a group.
The Client Portal is installed with a Default Customer group.
Create new groups to add in questions for task creation which relate to different types of work you do for the client.
A Client can only be assigned to one group.
Customer Groups
This is a list of available customer groups.
|
|
Add
Click to Add a new group.
For information on setting up a new group please look here.
|
|
Edit
Click to edit an existing group.
Tip - Double click on the group name in the list to drill into it.
|
|
Delete
Click to delete a customer group.
|
|