How do I create an Access Group?
You can create multiple Access Groups to manage and organise what users have access to.
Only users with role admin or admin+approver can view and manage Access Groups
(same as the permissions to view and manage users).
- Select ‘Users’ in the side menu.
- Navigate to the 'Access Groups' tab
- Select ‘Create a new Access Group’
- On the form, give your new Access Group a meaningful name that identifies it easily
- Select 'Create' to finish
- The new Access Group will appear in the Access Groups table.
Next, you can start adding the Accounts, Beneficiaries and Users to the group.
See also
How do I add Accounts to an Access Group? →
How do I add Beneficiaries 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? →
Updated 4 months ago