Category:Account/Account Groups

Introduction

• Account Groups can be used to control which staff members have access to particular accounts. There are two basic components for setup.
• An account group is created, and accounts can be added or removed from the group. You can change the settings of the account group such that people assigned to the group are denied or allowed to see the accounts contained therein by default.
• Note that an account can belong to more than one account group.
• An organisational unit is assigned to the account group. A staff user in turn is assigned to the organisational unit.
• When a staff member belongs to an Org Unit that is assigned to an Account Security Group called "Sydney Accounts", for example, when that user creates new customer accounts, the default home account security group for the customer account will also be "Sydney Accounts".

Setup an Account Group

• Go to the Admin Menu > Account Groups

• In the setup, the group Access Codes are as follows
  • See All Accounts. This allows a staff member to see all accounts in OR out of the group. It is akin to a super user that has full privileges to all accounts.
  • Allow Some. The staff member can only see accounts contained in this account group.
  • Deny Some. The staff member will be denied access to the accounts in the account group.

• If this group is being used to control security, the Group Type should be "Security Group".

Once you have saved your account group, you can then add or remove accounts to the account group.

• Simply find and check the box next to the account. Click add, then Save Account Group.

Assign Org Unit to Account Group

• A Staff member is assigned to an Org Unit.
• An Org Unit can be assigned to an Account Group. In this way, one or more staff members can have their access lifted or restricted to seeing certain accounts. The screenshot below depicts this.