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.