Once you have set up a name grouping within PatSnap, it is possible to edit the list of companies given for that name grouping. The procedure to do this as follows:
Firstly hover over the user icon in the top-right corner of the screen, and select "Grouped Assignees".
You can also access the "Grouped Assignees" area from the Insights' Account menu.
Or at the moment of creating a Company Dashboard.
Once you reach the grouped assignees page, go to the grouping you want to change and select "Edit".
If one of the charts within an Insights Dashboard has data that includes one of your previously created groups, you will have the option to reach this screen via the chart's settings as well.
You can then add companies to the grouping by typing their names into the search bar and ticking the boxes next to the companies you want to add to the grouping. You can also remove companies from the grouping by selecting the crosses next to them. Once you are happy, click "Submit".
Please bear in mind that if you edit the grouped assignee after sharing it, the changes will not be synced with the other user. More information about sharing grouped assignees can be found here: How Do I Share Grouped Assignees With Other PatSnap Users?