×
Menu
Index

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.
 
TimeTrak Client - Customer Groups
1

Customer Groups

This is a list of available customer groups.
2

Add

Click to Add a new group.
For information on setting up a new group please look here.
3

Edit

Click to edit an existing group.
Tip - Double click on the group name in the list to drill into it.
4

Delete

Click to delete a customer group.