Permission to view data for particular customers is given to user groups. Every user must belong to a group.
To create a user group
- Go to Administration > Users .
- Click the ‘+’ icon at the bottom of the window and choose Add a new group.
- Set the properties for the group.
You can configure the following properties: | Field/Option | Description |
| Name | Specifies the name of the group. NOTE: The user group name cannot contain commas. |
| Description | Specifies the description for the group. |
| Account Structures | Shows all account structure views. The default account structure view is indicated with a yellow asterisk (*) icon. Set as default changes the selected account structure to the default. |
| Customers Allowed | With the All option selected, specifies that all users in the group are allowed to view all customers. When deselected, this area expands to a two panel area where users in the group can be restricted from viewing a specific set of customers. The left Customers Allowed panel shows a list of customers that the user group is permitted to view. The right panel shows a list of all defined customers, along with their account ID structures, that can be moved to and from the Customers Allowed panel. Add Custom adds a custom customer to the Customers Allowed list. |
For more information about account structures, see Working with account structures. - Click Save.
The group is added to the list alphabetically.
