Account Management/Account Groups - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2019-03-08T04:58:19Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

Scarpenter at 07:29, 7 September 2017

2017-09-07T07:29:25Z

Dcowan at 00:58, 28 February 2017

2017-02-28T00:58:12Z

Scarpenter at 04:38, 23 June 2016

2016-06-23T04:38:18Z

Scarpenter: /* Overview */

2016-06-23T04:27:20Z

‎Overview

Scarpenter: /* Assign Org Unit to Account Group */

2016-06-23T04:16:30Z

‎Assign Org Unit to Account Group

Scarpenter: /* Add an Account to an Account Group */

2016-06-23T04:01:54Z

‎Add an Account to an Account Group

Scarpenter: /* Add an Account to an Account Group */

2016-06-23T04:01:30Z

‎Add an Account to an Account Group

Scarpenter: /* Add an Account to an Account Group */

2016-06-23T03:56:46Z

‎Add an Account to an Account Group

Scarpenter: /* Overview */

2016-06-23T03:55:10Z

‎Overview

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE: Account Groups}}
+=This Content Has Moved House=
-Account Groups are used for several purposes in Emersion and can be thought of as part of less of a 'module' in terms of functionality in its own right, rather a part of the software architecture that can be used by other features or modules to enable certain outcomes. For example:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-* Account groups are utilised by the [[Agent Management|Agents]] module to restrict Agents to only being able to access accounts that they create themselves, or granted access to explicitly.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-Most often, account group control which staff users have access to a given customer account or set of customer accounts. The features of account groups include:
+[https://resources.emersion.com/display/EKB/Account+Groups Take me to the Emersion Knowledge Base article]
-* preventing access to accounts in an account group by staff users
+[[file:new_home_sm.jpg|900px]]

← Older revision		Revision as of 07:29, 7 September 2017
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−		+	{{DISPLAYTITLE: Account Groups}}
	= Overview =		= Overview =

← Older revision		Revision as of 00:58, 28 February 2017
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	[[File: Account-groups-add-pricebook.png\|1200px\|Add a price book to an account group]]		[[File: Account-groups-add-pricebook.png\|1200px\|Add a price book to an account group]]
		+
		+	== See Also ==
		+	[[Admin/PermissionManagement/Account Groups]]

← Older revision		Revision as of 04:38, 23 June 2016
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	After the association is saved, users can see the the org units are attached to an account group by going to '''Admin > Account Groups > Account Group Details > Organisation Units''' tab.		After the association is saved, users can see the the org units are attached to an account group by going to '''Admin > Account Groups > Account Group Details > Organisation Units''' tab.
		+
		+	== Map a Custom Price Book to an Account Group ==
		+
		+	If your business has custom price books and want to apply a price book to an account group, follow these steps:
		+
		+	'''Nav: Admin > Account Groups > Account Group Details > Mapped Pricing Books'''
		+
		+	# Click the '''Map Pricing Book''' button. A pop-up window will display the price books that can be mapped.
		+	# Select the price book to add
		+	# Press '''Submit'''
		+
		+	Once the price book has been added, it will be displayed in the list of mapped pricing books for the account group.
		+
		+	[[File: Account-groups-add-pricebook.png\|1200px\|Add a price book to an account group]]

@@ Line 2: / Line 2: @@
 = Overview =
-Account Groups are used to control which staff users have access to a given customer account or set of customer accounts. The features of Account groups include:
+Account Groups are used for several purposes in Emersion and can be thought of as part of less of a 'module' in terms of functionality in its own right, rather a part of the software architecture that can be used by other features or modules to enable certain outcomes. For example:
 * preventing access to accounts in an account group by staff users
@@ Line 11: / Line 16: @@
 * preventing automated-suspension activity from occurring on a group of accounts.
-Account groups are utilised by the [[Agent Management|Agents]] module to restrict Agents to only being able to access accounts that they create themselves, or granted access to explicitly.
+An account can belong to multiple account groups at the same time. Account groups should not be confused with [[Account Management/Account Profiles | account profiles]] where a customer can only belong to one account profile.
-An account can belong to multiple account groups at the same time. Account groups should not be confused with [[Account Management/Account Profiles | account profiles]] where a customer can only belong to one account profile.
+To access the account groups, go '''Admin > Account Groups'''
 == Create an Account Group ==
@@ Line 72: / Line 79: @@
 An org unit can only be associated with one account group. However an account group can have multiple org units associated to it.
-After the association is saved, users can see the which org units are attached to an account group by going to '''Admin > Account Groups > Account Group Details > Organisation Units''' tab.
+After the association is saved, users can see the the org units are attached to an account group by going to '''Admin > Account Groups > Account Group Details > Organisation Units''' tab.

@@ Line 56: / Line 56: @@
 After the account has been added successfully, it will be shown in the '''Account Groups > Account Group Details > Associated Accounts''' tab.
-== Assign Org Unit to Account Group ==
+== Add an Org Unit to an Account Group ==
-* A Staff member is assigned to an Org Unit.
+Organisation Units ('Org Units') are associated to an account group within the Org Unit screen. Once an org Unit and an account group are linked, Staff Users in the org unit will be permitted or prevented from accessing the accounts in the group, in accordance with the account group settings. Also, any new accounts that are created by the staff in this org unit will automatically be added to the account group.
-* 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.
 [[File:Org unit add Group.png]]

@@ Line 54: / Line 54: @@
 # Click the '''Add''' button.
-After the account has been added successfully, it will be shown in the '''Account Groups > <Account Group ID> > Associated Accounts''' tab.
+After the account has been added successfully, it will be shown in the '''Account Groups > Account Group Details > Associated Accounts''' tab.
 == Assign Org Unit to Account Group ==

@@ Line 44: / Line 44: @@
 To add an account to an account group, follow the steps below:
-'''Nav: Admin > Account Groups > <Account Group ID> > Add Accounts'''
+'''Nav: Admin > Account Groups > Account Group Details > Add Accounts'''
 When the ''Add Accounts'' sub tab is initially presented on the screen, the table is populated with '''all accounts''' that can be added to the group.

← Older revision		Revision as of 03:56, 23 June 2016
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	To add an account to an account group, follow the steps below:		To add an account to an account group, follow the steps below:
−
−	~~[[File: 2014-09-29_16_47_47-Cumulus_-_Admin_-_Account_Groups_List.png]]~~

	'''Nav: Admin > Account Groups > <Account Group ID> > Add Accounts'''		'''Nav: Admin > Account Groups > <Account Group ID> > Add Accounts'''

@@ Line 5: / Line 5: @@
 * preventing access to accounts in an account group by staff users
-* Permitting access to accounts in an account group by staff users
+* permitting access to accounts in an account group by staff users
 * grouping accounts and applying a [[Products/Pricing/Price Books|custom price book]]
-* automatically adding new accounts to an account group when the account is created by a staff user with '''allow''' access to the account group.
+* easily group accounts for marketing and promotional services, or other mailing list.
 Account groups are utilised by the [[Agent Management|Agents]] module to restrict Agents to only being able to access accounts that they create themselves, or granted access to explicitly.
-An account can belong to multiple account groups. Account groups should not be confused with [[Account Management/Account Profiles | account profiles]] where a customer can only belong to one account profile.
+An account can belong to multiple account groups at the same time. Account groups should not be confused with [[Account Management/Account Profiles | account profiles]] where a customer can only belong to one account profile.
 == Create an Account Group ==
@@ Line 40: / Line 42: @@
 == Add an Account to an Account Group ==
-To add an account to an account group, can then add or remove accounts to the account group.
+To add an account to an account group, follow the steps below:
 [[File: 2014-09-29_16_47_47-Cumulus_-_Admin_-_Account_Groups_List.png]]
-* Simply find and check the box next to the account.  Click add, then Save Account Group.
+'''Nav: Admin > Account Groups > <Account Group ID> > Add Accounts'''
-[[File:Account group add.png]]
+[[File:Account-groups-add-account.png|1200px|Adding an account to an account group]]
 == Assign Org Unit to Account Group ==