Manage Groups

Administrators can create, edit, and delete groups in the Manage Groups section.

Procedure
  1. In the Administration module, point to Groups, and select Manage Groups.
  2. At the top of the page, select the billgroup that is associated with the group, and click Select.
  3. Complete one of the following actions:
    • Click Create Group (see Create Group).
    • Select the group that you want to modify, modify the group details as needed, and click Save.
      • To filter the search list by category, click the category group name in the left pane.
      • To view a representation of the searches in the application, click Simulate the Home Screen.
      • To hide a search, complete one of the following steps:
        • To hide a search from the homepage for a group, clear the check box.
        • To hide a search from the Manage Groups section and the homepage, clear the search check box in the Manage Company section (see Manage Company).
      • To display a search, complete one of the following steps:
        • To display a search on the homepage for a group, select the check box.
        • To display a search in the Manage Groups section and on the homepage, select the search check box in the Manage Company section (see Manage Company).
    • Select the group that you want to delete, and click Delete: [Group name].