How do I edit or delete Groups?
To edit or delete a Group please follow these steps:
- Go to the "Grouping" page in the "Portfolio" area of your account.
- Select the name of the group you wish to edit or delete using the drop-down menu.
- Click the "Continue" button.
- On the following page you can:
- Rename the group in the text box provided.
- Change the group’s hierarchical position, making it a Top Level Group or sub-group using the “Parent Group” drop-down menu.
- Delete the group by clicking the “Delete” button
- If you have updated the name or hierarchical position of the group click the "Update" button to confirm your changes