Managing Membership

View and manage the client group memberships of a client on the Membership tab. This tab provides option to remove the client from a group.

Viewing Group Membership of a Client

To view the groups of a client:

1. Open the CTE application.

2. Click Clients > Clients.

3. Under Client Name, click the desired client.

4. Click the Membership tab. This tab shows the groups the client is a member of.

Removing a Client from a Client Group

To remove a client from a group:

1. Open the CTE application.

2. Click Clients > Clients.

3. Under Client Name, click the desired client.

4. Click the Membership tab.

   

5. Select the group from which you want to remove the client.

6. Click the overflow icon () corresponding to the desired client.

7. Click Remove.