Defining an Access Group's Content

Access groups contain Users, Accounts and Payees.

Once you've created an Access Group, add the relevant Accounts and Payees for that group, then add the users that should only be able to see those items.

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.

Adding Accounts to an access group

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

Adding Payees to an access group

Select a Payee to add it to an Access Group

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

Adding Users to an Access Group

Select a User to add them to an Access Group

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