Go to the Administration > Account Group Management screen
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Locate the account group and use one of the following methods to move the account group into edit mode:
Method 1: Right-click on the account group and click Edit on the Context Menu
Method 2: Select the account group and click Actions > Edit on the Control Bar
Method 3: Click on the account group in the list to display the Account Group Details screen and then click Edit on the Control Bar
To find an account group, click Filter and enter a search string into one or more of the text fields that appear under the column headings.
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Edit the account group details as required.
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Click Save on the Control Bar
RESULT: A confirmation message is displayed. The result depends on the Administration Model being used:
For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the account group details have been successfully updated. The account group status is set to Approved and the changes are implemented.
For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The Account Group Status is set to Pending Approval. Another Administrator must approve or reject the creation the modification made to the Account Group.
