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Grouping Accounts

You can place accounts into a group to simplify your CAD Admin Dashboard data.

To group accounts in the CAD Admin Dashboard:

  1. In the main dashboard, select the accounts to add to a group in the Account Selection column located to the left of the Status column.

    6-6cadamindmulticolumn.gif

  2. In the toolbar located below the main dashboard, click Groups 6-5groupbutton.gif.

    The Assign Selected Accounts to a Group dialog box appears.

  3. In the dialog box, select the group, and click Close.

Creating a New Group

To create a new account group in the CAD Admin Dashboard:
  1. In the toolbar located below the main dashboard, click Groups 6-6deletegroupiconcadadmin.gif > Create New Group.
  2. In the Create New Group dialog box, type a name for the group, and click OK.

Deleting Groups

To delete a group in the CAD Admin Dashboard:
  1. In the toolbar located below the main dashboard, click Groups 6-6deletegroupiconcadadmin.gif > Delete Groups.
  2. Under Delete Groups, select the groups to delete, click OK, and click Yes to confirm the deletion.


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