- Click Settings on the top menu bar.
- Select Department Account Groups.
- Select the department from the drop-down menu or click Add New Group to enter a new Department name.
- Enter the account ranges; the Matches column will indicate the number of accounts that are included in the range.
- Click See Account List for this group to list all of the accounts the group has access to.
- To create a new group click Add New Group; enter the name of the group.
- Click Save when you have finished editing a department.
- Click Delete Group to delete a group.
Approval Level Options
Providing more and further detailed allowances/restrictions on an account group.
- Click Settings on the top menu bar then select Advanced Approval/Level Options.
- Click Add New in the bottom left corner; the form will reset to be blank.
- Enter an ID/Level ID and Approval Level Name. Choose the users who will be in this approval level.
- Enter the account(s) or account ranges.
- Choose any filtering options.
- Click Save.