Adding a Resource Account 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

1. Log in to the CBH system.
2. Choose Resource > Account in the navigation pane.
3. In the Operation column of the account, click Join.
4. In the displayed Edit Account dialog box, select one or more account groups and add the account to them.
5. Click OK. You can then view the account groups that the account has been added.

Adding Multiple Accounts to an Account Group

1. Log in to the CBH system.
2. Choose Resource > Account Group in the navigation pane.
3. In the Operation column of the account, click Add Account.
4. In the displayed Add Account dialog box, select accounts and add them to the account group.
5. Click OK. You can view the added members on the Account Group page.