Admin Level - Superuser

Members Tab - To add roster, location or billing group from the members tab do the following
  1. Go to Account or Member Admin.
    1. Chameleon users: In the side menu click Team Admin > Account/Member Admin. Stay on Accounts tab or click Members tab.
    2. New CMS users: In the side menu click Team Tools > Accounts or Team Tools > Members tab.
  2. Select your member
  3. Scroll down to Roster | Location | Billing Setup
  4. Select the cog to the right of the group to add, edit, or delete


  5. Enter in your new information or use the drop down to select a current record to edit or delete (see below for an example of working with roster groups)



  6. If you are editing, make your changes; if it's new, type in the name, select the type and save the record



To update from Billing go to the following
  1. Go to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Financial Tools > Billing Setup.
  2. Click Setup Billing Groups/Roster Group/Location
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See Also
Custom Reporting
Searching in Account Member Admin