Delete Client Groups

Use the Groups Setup tab under the Client Groups submodule to delete client groups.

To use the Client Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To delete a client group:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company from which you want to delete a client group.
3. In the left pane of the Settings screen, click Dimensions > Client Groups.
4. Click the Groups Setup tab.
5. Highlight the client group that you want to delete and click Delete client group .
   Note: There is no confirmation dialog box for this action. WorkBook deletes the client group at once.