Querying and Editing Account Group Information
CBH allows you to query and edit basic information and members of an account group.
Constraints
- As a CBH system user who has permissions for the Account module, when you view account group, you can view accounts of your department and the superior department. However, for the accounts of the superior department, you can view only the account list but not the account details.
- You can also 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.
Prerequisites
You have the operation permissions for the Account module.
Procedure
- Log in to the CBH system.
- Choose Resource > Account Group in the navigation pane.
- Query account groups.
Enter a keyword in the search box and search for account groups by name.
- Click the name of the account group whose information you want to change or click Manage in the row of the account group in the Operation column.
Figure 1 Account group details
- In the Basic Info area, view the detailed information about the account group.
Click Edit in the area and modify the name and remarks of the account group.
- In the Group Members area, view information about all members in the account group.
- Click Add. In the displayed dialog box, add or remove member of the account group.
- In the row of a specific member, click Remove in the Operation column to remove the account from the account group.
Last Article: Deleting an Account Group
Next Article: Managing Resource Labels
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