Category:Account/Account Groups - Revision history

Tyates at 05:35, 9 December 2014

2014-12-09T05:35:13Z

Rlusher: /* Creating Account Groups */

2014-09-29T07:32:01Z

‎Creating Account Groups

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

2014-09-29T07:05:54Z

‎Assign Org Unit to Account Group

Rlusher: /* Setup an Account Group */

2014-09-29T07:05:07Z

‎Setup an Account Group

Rlusher: /* Setup an Account Group */

2014-09-29T07:03:48Z

‎Setup an Account Group

Rlusher: /* Setup an Account Group */

2014-09-29T06:55:31Z

‎Setup an Account Group

Rlusher: /* Setup an Account Group */

2014-09-29T06:54:43Z

‎Setup an Account Group

Rlusher at 06:53, 29 September 2014

2014-09-29T06:53:56Z

Rlusher: Created page with " == Creating Account Groups == * Account Groups can be used to control which staff members have access to particular accounts. There are two basic components for setup. * An..."

2014-09-29T06:53:24Z

Created page with " == Creating Account Groups == * Account Groups can be used to control which staff members have access to particular accounts. There are two basic components for setup. * An..."

New page

== Creating Account Groups ==

* 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.

== Setup an Account Group ==

* Go to the Admin Menu -> Account Groups

[[File:http://wiki.emersion.com.au/wiki/index.php/File:2014-09-29_16_33_41-Cumulus_-_Admin_-_Account_Groups.png]]

* 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".

[[File:http://wiki.emersion.com.au/wiki/index.php/File:2014-09-29_16_42_22-Cumulus_-_Admin_-_Account_Groups_setup.png]]

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

* [[File:http://wiki.emersion.com.au/wiki/index.php/File:2014-09-29_16_47_47-Cumulus_-_Admin_-_Account_Groups_List.png]]

[[File:http://wiki.emersion.com.au/wiki/index.php/File:Account_group_add.png]]

@@ Line 1: / Line 1: @@
+{{DISPLAYTITLE:Creating Account Groups}}
-== Creating 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.

← Older revision		Revision as of 07:05, 29 September 2014
Line 37:		Line 37:
	* 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.		* 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:~~File:Org_unit_add_Group~~.png]]	+	[[File:Org unit add Group.png]]

← Older revision		Revision as of 07:05, 29 September 2014
Line 31:		Line 31:

	[[File:Account group add.png]]		[[File:Account group add.png]]
−

	== Assign Org Unit to Account Group ==		== Assign Org Unit to Account Group ==

@@ Line 26: / Line 26: @@
 Once you have saved your account group, you can then add or remove accounts to the account group.
-* [[File: 2014-09-29_16_47_47-Cumulus_-_Admin_-_Account_Groups_List.png]]
+[[File: 2014-09-29_16_47_47-Cumulus_-_Admin_-_Account_Groups_List.png]]
-[[File:Account_group_add.png]]
+* Simply find and check the box next to the account.  Click add, then Save Account Group.

@@ Line 13: / Line 13: @@
 * Go to the Admin Menu > Account Groups
-[[File:http://wiki.emersion.com.au/wiki/index.php/File:2014-09-29_16_33_41-Cumulus_-_Admin_-_Account_Groups.png]]
+[[File:2014-09-29_16_33_41-Cumulus_-_Admin_-_Account_Groups.png]]
 * In the setup, the group Access Codes are as follows

@@ Line 6: / Line 6: @@
 * 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 ==

@@ Line 22: / Line 22: @@
 * If this group is being used to control security, the Group Type should be "Security Group".
-[[File:http://wiki.emersion.com.au/wiki/index.php/File:2014-09-29_16_42_22-Cumulus_-_Admin_-_Account_Groups_setup.png]]
+[[File:2014-09-29_16_42_22-Cumulus_-_Admin_-_Account_Groups_setup.png]]
 Once you have saved your account group, you can then add or remove accounts to the account group.
-* [[File:http://wiki.emersion.com.au/wiki/index.php/File:2014-09-29_16_47_47-Cumulus_-_Admin_-_Account_Groups_List.png]]
+* [[File: 2014-09-29_16_47_47-Cumulus_-_Admin_-_Account_Groups_List.png]]
-[[File:http://wiki.emersion.com.au/wiki/index.php/File:Account_group_add.png]]
+[[File:Account_group_add.png]]