Client Groups
Last updated
Last updated
Client Groups are a Rollout specific Feature and can be used only within the same Rollout.
They can be managed under Inventory -> Client Groups by users who are at least Rollout Manager.
Client Groups can be created by using the Create Group button in the upper right corner.
In the Client Group creation slide-over, the user must define a name for the Group. Furthermore its possible to add a description and choose a color. The default color is indigo.
Existing Client Groups can modified by either directly utilizing the Groups edit button, or by using the Action button in the upper left corner after selecting one or several Client Groups.
Client Groups are sorted descending in order of importance. By default, newly created Groups will appear on the very bottom of the list. The order can be adjusted by simply dragging Groups to the desired position in the table.
The Client Group order is important for a number of other features, as explained below.
The Client Groups Field behaves like a Multi-Select Custom Field, so its possible to select several Groups per Client.
Clients can be assigned Client Groups in the .
Client Groups are used in the , when scheduling for Client Groups is chosen. The Client will follow the schedule of its highest Client Group.
For setting up a , Client Groups are not required.
can be configured to only affect Clients with specified Client Groups. Here, the Client Group order has no effect.
utilize Client Groups as Checklist steps, enabling the User to make changes to the Client Groups through the Client Dashboard.
can be configured to only show Clients that are part of one - or several - Client Groups. Here, the Client Group order has no effect.
The will always display Client Groups in the General section.
