Account Groups

Available 7.4+

Use Account Groups to organize related accounts. For example, group accounts by region (Americas, Asia Pacific, Europe, etc.).

Creating an Account Group

1. Open the Global Menu (). Navigate to Control Panel → Account Groups.

2. Click New to create a new account group.

3. On the next page, give your Account Group a name and optional description. Click Save.

4. Click the Accounts tab at the top of the page. Click New to assign accounts to the group.

   

   Select the accounts to include. Use the search bar to find specific accounts. Click Assign to save the changes.

Editing an Account Group

1. Open the Global Menu (). Navigate to Control Panel → Account Groups.

2. Select the group by clicking its name, or click Actions () for the account group you want to edit and click Edit to see the details page.

3. Under the Details tab, update the name or description as needed.

4. To manage group accounts, go to the Accounts tab:

   • Click New to include more accounts.

   • Click Remove () to remove an account, then confirm by clicking OK.

To delete a group, click Actions () next to it and select Delete. Confirm by clicking OK.

Related Topics

• Accounts
• Account Users