Allocating & Deallocating Accounts To Group

 

To add the Accounts to newly created Group Right , Click the mouse on the group. A small popup window will open which facilitates the user to Add Account(s) , Delete Account(s).

 

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Contents

 

  Allocating Accounts To Group

 

  Deallocating Accounts To Group

 

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To allocate the account, the user can select the account name which they want to allocate to the group.

 

After selecting the account right click the mouse and choose the option Allocate Items/Groups.

 

 

Fig 1. Setup Account Groups

 

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Below given pop up will come and then select the account name which you want to allocate to the group.

 

 

Fig 2. Allocate Groups

 

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After selection of the account, the account will come under the group.

 

 

Fig 3. Setup Account Groups

 

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Following is the final account group tree.

 

   

 

Fig 4. Setup Account Groups

 

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To deallocate the account, the user can select the the account name which they want to deallocate from the group.

 

After selecting the account right click the mouse and choose the option Deallocate Items/Groups.

 

 

Fig 5. Setup Account Groups

 

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Below given pop up will come and then select the account name which you want to deallocate from the group.

 

 

Fig 6. De allocate Groups

 

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