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Add Accounts or Groups

This setting allows you to add accounts or groups to Households or other groups. Adding members to a group allows you to report on and manage all the members together, while Households allow you to combine accounts, groups, clients, and client portals together in one place.

You add direct members to groups or Households on the appropriate Direct Members panel:

• Households: The Direct Members Panel

• Groups: The Direct Members Panel

For more information on maintaining groups, see Creating and Modifying Groups.

For more information about entities in Tamarac, see Introduction to Accounts, Groups, Households, and Clients.