You can perform the following tasks at the client group level:
- Adding a Client Group
- Viewing Client Group Dashboard
- Viewing Client Group Details
- Viewing Opposing Team Sets (Client Groups)
- Managing Client Group Matters
- Managing Clients
- Viewing and managing Client Group Holds
- Viewing Historical Changes
- Viewing List of Users
- Client group user and group icons
- Updating a Client Group (including security, staffing, and so on)
- Deleting a Client Group
Not all user roles are authorized to perform all the tasks. To know more about what tasks you can perform, based on your role, see Role Task Matrix.