If you have multiple clients who belong to the same group or brokerage, you can create a group and add those clients to it. This allows you to apply certain settings to the entire group instead of configuring each client individually.
You can also grant administrative access to designated Group Admins or assistants, making it easier for them to manage clients and place orders on behalf of the group.
How to add a client to a group
For step-by-step instructions with screenshots, see the Step-by-Step section at the bottom of this article.
Step 1: Click the Clients tab.
Step 2: Search for the client you would like to add to a group.
Step 3: Click the client's name.
Step 4: Click the Client Details tab.
Step 5: Select the appropriate group.
Step 6: Click "Save Updates."
Step 7: Repeat these steps for any additional clients you would like to add to the group.
Step-by-step
Step 1: Click the Clients tab at the top of the page. Note: if you have not created a Group yet, click here for steps on how to do that.
Step 2: In the search bar, enter the name of the client you would like to add to a group.
Step 3: Click the client's name to open their Client Summary page.
Step 4: Click the Client Details tab on the left-hand side.
Step 5: In the Group drop-down menu, select the group you would like to assign the client to.
Step 6: Scroll to the bottom of the page and click the "Save Updates" button.
Step 7: Repeat these steps for any additional clients you would like to add to the group.
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