---
title: Managing Groups
description: Manage Groups in Seamlss to bundle related Clients, such as a family group or company structure. Create the group, add or remove Clients, and use groups to target requests and reports.
url: "https://seamlss.com.au/help/managing-groups/"
updated: "2026-09-13"
category: Clients
---

# Managing Groups

Groups let you organise related clients (entities) together under a single label. This is useful when a contact has multiple entities: such as a family trust, a company, and an individual tax return: that you want to manage as one group.

## Where to Find Groups

Navigate to **Client Management > Groups** in the left-hand menu. The Client Groups page has three tabs: **List**, **Add**, and **Import**.

## Viewing Your Groups

The **List** tab displays all your client groups in a table with the following columns:

- **Name**: the group name (click to open the group detail page)
- **Clients**: the number of client entities in the group
- **Added**: the date the group was created

You can sort by name or date using the arrow buttons on each column header. Adjust how many groups are shown per page (10, 25, or 50) and navigate between pages using the pagination controls at the bottom.

## Adding a Group

Click the **Add** tab to create a new group. Enter a **Name** for the group (for example, “Mitchell Family” or “Smith Business Group”) and click **Add Client Group**.

Once created, you will see a success message with two options: **View Groups** to return to the list, or **Go to Group** to open the group detail page where you can add clients.

## Importing Groups

The **Import** tab provides a link to the **Data Centre**, where you can import client groups in bulk.

## Managing a Group

Click on a group name in the list to open its detail page. The group detail page has four tabs:

- **Details**: view the group’s clients and primary client at a glance
- **Manage Clients**: add or remove client entities from the group
- **Forms**: manage forms associated with the group
- **Documents**: manage documents for the group

You can also click **Edit** next to the group name to rename the group, or click **Delete Group** to remove it.

## Related Guides

- [Understanding Contacts, Clients and Groups](https://seamlss.com.au/help/understanding-contacts-clients-and-groups/)
- [Managing Contacts](https://seamlss.com.au/help/managing-contacts/)