User Group

User Group

  • Super User (Owner of an organization) can access all the company under the organization ( no need to setup under User Group ).
  • You need to create User Group for a company if you want to add user to access a company.
  • A User Group is belong to a single Company only.
  • Multiple User Group can be created for a single company.
  • Add user to a company's User Group, so that the user can access the company.

Group Setup

  • go to Accountant Tools ==> Company Management.
  • Select the company you wanted to create User Group. ( click on the company in the Company Listing Table)
  • Inside the User Group Listing Layout ==> Click create User Group (Group Icon).
  • Enter the group name inside the Add Group pop up window.
  • Click the save button to create the group.

Add User to a Group

  • Accountant Tools ==> Company Management.
  • Select the company you wanted to add user. ( click on the company in the Company Listing Table)
  • Select the group from the User Group Listing Table.
  • Click Add User To This User Group icon.
  • Select the user from the user drop down list.
  • Select the Role ( can select multiple Role).
  • Click the save button to add the user to the group.

Edit the user's Role or delete/disable a User from a Group

  • Accountant Tools ==> Company Management ==> Select the company.
  • Select the group from the Group Listing Table.
  • The User Listing Table will display all the users under this group.
  • Single click to select the user from the User Listing Table ==> Click the dust bin icon to delete the selected user.
  • Double click to select the user from the User Listing Table ==> Check the enable button to enable the user or Uncheck to disable the user.
  • Disabled user will not be able to login to this company.