Querying and Editing Account Group Information

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.
• 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.

Prerequisites

You have the operation permissions for the Account module.

Procedure

1. Log in to the CBH system.
2. Choose Resource > Account Group in the navigation pane.
3. Query an account group.

   Enter a keyword in the search box and search for an account group by name.

4. Click the name of the account group you want to edit or click Manage in the row of the account group in the Operation column.
5. In the Basic Info area, view the detailed information about the account group.

   Click Edit in the area to modify the name and remarks of the account group.

6. In the 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.