---
title: How to set up new Client Groups (Companies)
slug: gwu/how-to-set-up-new-client-groups-companies
docTags: 
createdAt: 2025-10-14T23:07:28.233Z
---

You can now set up new Client Groups (Companies). If you just want to invite Sole Proprieters, skip this.

1. On the top menu, click **Admin**, then **Structure & Settings **below it.****
   *You are now viewing your Consultant-tier settings.*
2. On the right, you'll see a **Client Groups** list. 
   *Note one already created called \[Sole Props], which can hold any Sole Proprieters, if you will be doing that type of enrollment. We are going to focus on companies with employees.*
3. Above Client Groups, click **Add**.
4. Fill in/supply the following:
   1. **Client Group Name** - the name of the company, i.e. LargeCo
   2. **Logo (Mobile)** and **Logo (Desktop) **- company logo. Adjust the size sliders to fit each image properly in the rectangle area.
      *You may use the same image for both, but note that the app will have a dark background on mobile, and a light background on desktop, so you might want two different versions if the logo doesn't stand out. You can always change this later.*
   3. **Color Scheme** - self-explanatory - choose something that matches the company brand.
   4. **Payment Mode** - if individuals of the company will need to supply their own payment info (and be billed separately), choose Individual. If your will be billing the company as a group, choose Group.
   5. **Tax ID** - put in the company's Employer Identification Number (EIN).
5. Click **Save**.
   *You now have this Client Group ready to invite people to enroll.*