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| | + | =This Content Has Moved House= |
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| − | = Overview =
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | 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:
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| − | * preventing access to accounts in an account group by staff users
| + | [https://resources.emersion.com/display/EKB/Account+Groups Take me to the Emersion Knowledge Base article] |
| − | * permitting access to accounts in an account group by staff users
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| − | * automatically adding new accounts to an account group when the account is created by a staff user with '''allow''' access to the account group.
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| − | * grouping accounts and applying a [[Products/Pricing/Price Books|custom price book]]
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| − | * easily group accounts for marketing and promotional services, or other mailing list.
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| − | * preventing automated-suspension activity from occurring on a group of accounts.
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| − | 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.
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| − | 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.
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| − | == Create an Account Group ==
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| − | '''Nav: Admin > Account Groups'''
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| − | The user will be presented with a list account groups that exist.
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| − | To create a new account group, follow the steps below.
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| − | Click the '''Create New'''' button on the right and complete the fields.
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| − | * '''Name:'''' The name of the account group.
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| − | * '''Description:''' A field to describe the purpose of the account group, and how it is used.
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| − | * '''Group Access Codes:'''' This field is used in conjunction with the '''Security group''' type and defines the access control method to accounts in the account group. It can be set to:
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| − | ** '''See All Accounts''' - Use this option if the account group is not a security group, and used for a purpose other than access control.
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| − | ** '''Allow some''' to permit access to accounts in the group.
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| − | ** '''Deny some''' to prevent access to the accounts in the group.
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| − | * '''Group Type:''' Set this to:
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| − | ** '''Security group''' if this account group will be used to control access to accounts.
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| − | ** '''Distribution group''' if this account group will be used for any purpose other than control access to accounts.
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| − | * '''Audit Changes?:''' ticking this option will log changes to the account group in Emersion's database. This data can be used to query who made changes to an account group, what the change was and when the change occurred. This data is provided upon request to Emersion, and may incur a charge to extract for you. Please raise a ticket to Emersion to request this information.
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| − | When you are happy with your account group settings, '''Save''' the new account group.
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| − | [[File:2014-09-29_16_42_22-Cumulus_-_Admin_-_Account_Groups_setup.png]]
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| − | == Add an Account to an Account Group ==
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| − | To add an account to an account group, follow the steps below:
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| − | '''Nav: Admin > Account Groups > Account Group Details > Add Accounts'''
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| − | 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.
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| − | [[File:Account-groups-add-account.png|1200px|Adding an account to an account group]]
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| − | # Using the search fields, find the account to be added to the account group.
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| − | # In the '''Actions''' column on the far right, tick the checkbox next to the account
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| − | # Click the '''Add''' button.
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| − | After the account has been added successfully, it will be shown in the '''Account Groups > Account Group Details > Associated Accounts''' tab.
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| − | == Add an Org Unit to an Account Group ==
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| − | 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.
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| − | To associate an Org Unit with an account group, follow these steps:
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| − | '''Nav: Admin > Org Units & Roles > Org Units'''
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| − | # Click the ID of the org unit that will be associated with the account group. This will take you to the org unit's details page.
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| − | # Select the account group from the list of account groups that is to be associated with this org unit.
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| − | # Press '''Save Org Unit'''
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| − | [[File:Org unit add Group.png]]
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| − | An org unit can only be associated with one account group. However an account group can have multiple org units associated to it.
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| − | 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.
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
