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Unable to add client to client group

In this article, we explain why you may be unable to add a client to a client group and how to resolve it.

Written by Emma Ianson

If a client can’t be added to a client group, it’s usually because inactive members are hidden in the group settings. When this option is enabled, inactive clients won’t appear when managing group members. Updating this setting allows inactive clients to be viewed and added as required.

To update the setting, follow these steps:

  1. Click Setup.

  2. Click System.

  3. Click General.

  4. Click Inactive options.

  5. Clear the Hide inactive members in the relevant group checkbox.

  6. Click Save changes.

Return to the client group and review its members. You’ll now see an Inactive members section, allowing you to add the required client to the group.

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