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).
Contents:
Allocating Accounts To The Group:
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To allocate the account, the user can select the the account name which they want to allocate to the group.
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After selecting the account right click the mouse and choose the option Allocate Items/Groups.
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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.
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Fig 2. Allocate Groups
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After selection of the account, the account will come under the group
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Fig 3. Setup Account Groups
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Following is the final account group tree.
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Fig 4. Setup Account Groups
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Deallocating Accounts To The Group:
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To deallocate the account, the user can select the the account name which they want to deallocate from the group.
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After selecting the account right click the mouse and choose the option Deallocate Items/Groups.
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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.
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FIG 6. DE-ALLOCATE GROUPS
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