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The follow scenario explains why you would create a group: 

ABC Advertisers has several clients; five of them are banks. Although the banks are different, the type of work ABC does for them is similar and the markup is also the same on those Work types.  As their Chase Administrator, you decide to create a Group called Bank Group and set it as a Client WorkType Group.

Find out how to:

Step-by-step guide

Adding a Group

  1. Click the Settings button on the Ribbon.

    The Configuration screen appears. 

  2. Click the Groups Configuration group to expand it.

  3. Click the Groups item.

    The Groups screen appears. Notice that some Groups have already been created. The greyed out groups are created by Chase by default, and these fields are not editable.

  4. Click the + Add Line button.

    A new line is added to the list of Groups. 

  5. Enter the name of the Group in the Group Name field.

    In this example, Banking Group was entered.

  6. Click the drop down arrow on the Group Type field, and select a Group Type from the list.  

  7. Check the Is Default checkbox for the group.  This indicates that this is the default group for the selected Group type.

  8. Click the Save button to make your changes permanent.

Deleting a Group

  1. To delete a Group, click the Delete button (blue X) against the relevant Group's row.

  2. Click the Save button to make your changes permanent.