Client groups

A client group is a folder of client projects inside your agency — for example, by industry, by account manager, or by tier of service.

Creating a group

1. Open your agency and go to Groups.
2. Create a group with a name and optional description.
3. Add projects to the group from the agency's assigned projects.

Group scope

• A group can only contain projects that have already been assigned to the agency.
• Groups live entirely inside the agency — they do not change project ownership.
• Removing a project from a group does not remove the agency's access to it.

See Assigning projects for how a project becomes assignable in the first place.