How do I add Beneficiaries to an Access Group?

Select a Beneficiary to add it to an Access Group

• Access groups can contain Users, Accounts and Beneficiaries.
• Any Users that are placed in an Access Group can only see the other items in that group when they are viewing accounts or making payments/approvals etc.

1. Navigate to the Access Group you want to add Beneficiaries to (Users → Access Groups → Select the Access Group)
2. Select the 'Beneficiaries' tab
3. Select 'Add Beneficiary To This Access Group'
4. In the pop-up, select a Beneficiary you want to add to the Group
5. Select 'Add to Group'
6. The Beneficiary you selected will now appear in the Group's Beneficiaries list under the Beneficiaries tab.
7. Repeat the process to add further Beneficiaries to the same group.

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Tip

If you need to add a lot of your Beneficiaries to a Group, it may be simpler to select 'Select all', add them to the group, then remove the ones you don't want in the group from the Beneficiaries list in the Group.

See also

How do I create an Access Group? →
How do I add Accounts to an Access Group? →
How do I add Users to an Access Group? →
How do I manage an Access Group's contents? →
How do I delete an Access Group? →