Clients | Can I add my own client category or delete a category?

No. Client Categories can only be added or removed by your site administrator. In general, the client categories on a site will be visible to all users of that site so if you are on a Licensee Site, removing or adding a category will affect all others users on that site.

There are some instances where a site administrator will consider adding a category specifically for your practice or removing erroneous categories. Any queries should be directed to your site administrator.