# Cases in CertnCentric

Cases in CertnCentric are ordered and sorted by groups. Groups are also used in organizing billing information by assigning each group to a billing profile. Learn more about groups in this article.

**In this article**

- [View a group's cases](https://help.certn.co/hc/en-us/articles/27892023518227#h_01GH83AEQ9V7AG56NVWZDTSYC2)
- [Create or edit a group](https://help.certn.co/hc/en-us/articles/27891960924563#h_01J2VH9EV5P04SRCEVEAGHVTQC)
  - [Manage group billing details](https://help.certn.co/hc/en-us/articles/27891960924563#h_01J2VH9EV54PRG6CEYF9ZR8DP5)

## View cases for a specific group

Select [**Groups**](https://client.certn.co/ca/groups) from the main navigation of CertnCentric, then select a group from the list to view its cases. You can also select a group from the Favourites section of the main navigation.

Cases are sorted into **Active**, **Review**, and **Done** on the group page. You can sort and filter cases using the dropdown filter options at the top of your case list.

- **Active**: Includes all cases except those which have had a decision selected, been cancelled, or which could not be delivered to the applicant’s email.
- **Review**: Includes active cases without a decision selected and whose case score is either Complete: Review or Complete: Clear.
- **Done**: Includes all non-active cases.

**Note:** For more information on managing cases in CertnCentric, see the [Manage your cases](https://help.certn.co/hc/en-us/articles/27892000211475) Certn Help article.

## Manage your groups

Create, edit, deactivate, or reactivate groups in CertnCentric.

### Create a group

Create a new group following the steps below.

1. Select [**Groups**](https://client.certn.co/ca/groups) from CertnCentric's main navigation.
2. Select the [**New group**](https://client.certn.co/ca/groups/create) button.
3. Enter the group’s details.
4. Select **Next step**.
5. Use the **Select members** dropdown menu to select which users should be added to the group, then select **Add** in the dropdown menu.
6. Select **Complete group**.

**Note:** A group’s permissible purpose cannot be changed once a group has been created.

### Edit a group

A group’s general information and group membership are both edited in CertnCentric.

#### Edit group information

1. Select [**Groups**](https://client.certn.co/ca/groups) from CertnCentric's main navigation.
2. Select the **ellipses** () next to the group you want to edit and select **View details**.
3. Edit the group’s information and select **Save** when complete.

#### Edit group membership

1. Select [**Groups**](https://client.certn.co/ca/groups) from CertnCentric's main navigation.
2. Select the **ellipses** () next to the group you want to edit and select **View details**.
3. Select the **Members** tab.
4. Add a new user to the group by selecting the **Select members** dropdown menu.
5. Select users you want to add from the list and select **Add**.
6. Remove a user from a group by selecting **Remove** next to the user’s name and email.

### Active and deactivated groups

A group’s status is automatically set to Active when it’s created. You can select an active group of which you are a member when creating an order.

A group’s status can be changed to Deactivated, which will remove it as an option when creating an order. A deactivated group will not be removed from cases with which it’s already associated and will still appear as a filter option where applicable.

To change a group’s status:

1. Select [**Groups**](https://client.certn.co/ca/groups) from the main navigation of CertnCentric.
2. Select the **ellipses** () next to the group you want to edit, then select either **Reactivate** or **Deactivate.**
3. Confirm your decision by selecting either **Deactivate group** or **Reactivate group** in the modal that appears.

### Manage group billing details

Each group must be assigned to a billing profile. Billing profiles may have multiple groups assigned to them, but a group cannot be assigned to more than one billing profile. This allows clients to set up case management and billing for their organization in the way that best suits their business needs. To learn more, see our [Billing profiles, invoices, and payments](https://portal.certn.co/hc/en-us/articles/29007204255507-Billing-profiles-invoices-and-payments#h_01HWXFX3M4XGJJFNQBM9PRA8EF) help article.

You can change the billing profile to which a group is assigned by [editing a group’s information](https://help.certn.co/hc/en-us/articles/27891960924563#h_01JGYQN0ZGRDWBSQ9DSH4G2HPZ).