Access Groups
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      1. Modulr User Guides
      2. Using the Modulr Portal
      3. Access Groups

      Defining an Access Group's Content

      Access groups contain Users, Accounts and Beneficiaries.

      Once you've created an Access Group, add the relevant Accounts and Beneficiaries 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

      Select an account and add it 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.

      📘 Tip

       If you need to add a lot of your Accounts 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 Accounts list in the Group.

      Adding Beneficiaries to an access group

      Select a Beneficiary to add it to an Access Group

      Select a Beneficiary to add it to an Access Group

      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.

      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.

      Adding Users to an Access Group

      Select a User to add them 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.

      A note on Admin users and access groups

      Admin users (if Access Groups is turned on for the customer) have permissions to manage (create, edit, delete) Access Groups. Therefore, admin users can’t be in any user defined group, otherwise, they would only have access to managing that particular group, and wouldn’t be able to see/manage other groups.