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Create Account Group

To create an account group, follow the steps below.

STEP ACTION
1 Go to the Administration > Account Group Management screen
2 Click New on the Control Bar
3 Enter a unique Group Name up to 80 characters 
4 Enter a Group Description up to 200 characters
5 Click Add in the Accounts section
RESULT: The Account Search pop-up window is displayed.
6 Select one or more (up to 1000) accounts in the list to add to the account group and click OK
RESULT: The account(s) appear in the Accounts list.
7 Click Submit
RESULT: 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 has been created. The account group status is set to Approved and the account group can be assigned to users.
  • For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The account groups’s status is set to Pending Approval. Another Administrator must approve or reject the creation of the Account Group.