You can place accounts into a group to simplify your CAD Admin Dashboard data.
To group accounts in the CAD Admin Dashboard:
- 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.
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In the toolbar located below the main dashboard, click Groups
.The Assign Selected Accounts to a Group dialog box appears.
- In the dialog box, select the group, and click Close.