Client Business Groups

(% style="color:#2980b9" %)**Select**(%%)** **the Administration Menu [[image:Right Arrow s.jpg||height="9" width="34"]] Static Settings [[image:Right Arrow s.jpg||height="9" width="34"]] Client Business Groups

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[[image:Client Business Groups_html_257d2b8dccd1a585.png||height="702" width="426"]]

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(% style="color:#2980b9" %)**Client Business Group [[image:Right Arrow XS.jpg]]**(%%) A list of Client Business Groups loaded will be displayed**.**

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[[image:1631185269434-820.png||height="137" width="936"]]

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To load a new Client Business Group, click on the (% style="color:#2980b9" %)“**Click here to add a new row**”(%%) option to create a new

entry.

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[[image:Client Business Groups_html_49dce08533f519bb.png||height="auto" width="auto"]]

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Select the (% style="color:#2980b9" %)“**Update**”(%%) button and the (% style="color:#2980b9" %)“**Save**” (%%)icon to add the entry.

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[[image:Client Business Groups_html_cf15e203e8c2b21.png||height="47" width="174"]]

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= (% style="color:#2980b9" %)**Allocating Clients to a Client Business Group**(%%) =

(% style="color:#2980b9" %)**Client** [[image:Right Arrow XS.jpg]](%%) Select the relevant Client

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(% style="color:#2980b9" %)**Client Menu**(%%)** [[image:Right Arrow XS.jpg]]** Select “(% style="color:#2980b9" %)**Details**”

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[[image:Client Business Groups_html_9928b0ca796ba50d.png||height="131" width="168"]]

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(% style="color:#2980b9" %)**Client Business Group**(%%)** **[[image:Right Arrow XS.jpg]] Select the relevant Client Business Group from the dropdown option.

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[[image:Client Business Groups_html_66535fa3be5f1f5d.png||height="252" width="419"]]

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= (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =

(% style="color:#2980b9" %)**DISCLAIMER**

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Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.

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In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.

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EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.

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Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.

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(% style="color:#2980b9" %)**COPYRIGHT**

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This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.

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EBSphere (Pty) Limited

P.O. Box 785803

Sandton