Go to the Administration > Account Group Management screen
2
Locate the account group and use one of the following methods to copy the account group:
Method 1: Right-click on the account group and click Copy on the Context Menu
Method 2: Select the account group and click Actions > Copy on the Control Bar
Method 3: Click on the account group to display the Account Group Details screen and then click Copy on the Control Bar
RESULT: A New Account Group screen is displayed.
3
Enter a unique Group Name up to 80 characters
4
Enter a Group Description up to 200 characters
5
Click OK
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.
