Difference between revisions of "Group Actions"

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* '''Edit this Group''' - Click the "Edit this Group" button to change the name or contact information for the Group.
* '''Edit this Group''' - Click the "Edit this Group" button to change the name or contact information for the Group.
:: The Distributor can't be edited. In order to change the Distributor, the Group must be "transfered" to a different Distributor.
:: The Distributor can't be edited. In order to change the Distributor, the Group must be "transfered" to a different Distributor.
* Click the "Filter" button if you want to show a list of ''all'' Accounts, a list of only the ''active'' Accounts, or a list of only the ''disabled'' Accounts.
* '''Add an Account''' - Click the "Add an Account for this Group" button to add a new Account to the Group. You will be prompted for the information necessary to create a new Account, and to add it to the Group.
:: You can transfer an Account to this Group from a different Group through "Manage Accounts".
* To search for a particular Account, enter a full or partial Account name into the textbox, and then click the "Refresh" button or press the [Enter] key.<br /><br />
* To search for a particular Account, enter a full or partial Account name into the textbox, and then click the "Refresh" button or press the [Enter] key.<br /><br />

Revision as of 23:07, 20 November 2013

Groups
Group Actions Tab


Group Actions

Overview


Click the "Actions" tab to access the controls for managing the Group.

Group Actions


  • Edit this Group - Click the "Edit this Group" button to change the name or contact information for the Group.
The Distributor can't be edited. In order to change the Distributor, the Group must be "transfered" to a different Distributor.
  • Add an Account - Click the "Add an Account for this Group" button to add a new Account to the Group. You will be prompted for the information necessary to create a new Account, and to add it to the Group.
You can transfer an Account to this Group from a different Group through "Manage Accounts".
  • To search for a particular Account, enter a full or partial Account name into the textbox, and then click the "Refresh" button or press the [Enter] key.