Adding Accounts to an Account Group
Constraints
- The administrator of a superior department can add an account in the superior department to an account group in a lower-level department.
- If you have permissions for the Account Group module, you can remove an account of superior department out of the account group. However, as a user in a low-level department, you have no permissions to add those removed accounts back to your current account group.
- An account can be added to multiple account groups.
Prerequisites
You have the operation permissions for the Account module.
Adding an Account to an Account Group
- Log in to the CBH system.
- Choose Resource > Account in the navigation pane.
- In the Operation column of the account, click Join.
Figure 1 Adding an account to an account group
- In the displayed Edit Account dialog box, select one or more account groups and add the account to them.
- Click OK. You can then view the account groups that the account has been added.
Adding Multiple Accounts to an Account Group
- Log in to the CBH system.
- Choose Resource > Account Group in the navigation pane.
- In the Operation column of the account, click Add Account.
Figure 2 Batch adding accounts to an account group
- In the displayed Add Account dialog box, select accounts and add them to the account group.
- Click OK. You can view the added accounts of the account group on the Account Group page.
Last Article: Exporting Resource Information
Next Article: Managing Account Groups
Did this article solve your problem?
Thank you for your score!Your feedback would help us improve the website.