CasewareDocs
New in Caseware Cloud Engagements 2026-05See what's new

Getting the list of members in the client group and removing them from the group

  1. Select Setup | Groups.
  2. Click the Clients button.
  3. Jot down the list of member clients.
  4. Close the Groups dialog.
  5. Open the Clients dialog by selecting Setup | Clients.
  6. In the Client No. box, type or select the client whom you want to remove from the group.
  7. In the Group box, highlight the group name and then press DELETE.