Updated on 2022-11-30 GMT+08:00

Creating an Account Group

This section describes how to create an 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. Click New. In the dialog box displayed, configure basic information about the group.

    Table 1 Creating an Account Group

    Parameter

    Description

    Account Group

    Specifies user-defined user group name, which must be unique in a CBH system.

    Remarks

    (Optional) Provides supplementary information about the account group.

  4. Click OK. You can then view the newly created account group in the account group list and add account to it. For more details, see Adding Accounts to an Account Group.