Manage Account Groups
Updated
From the Account Groups management window, you are able to edit, view activity and delete Account Groups.
To Edit an Account Group
- Click Launchpad
or New Tab . Under Platform Modules, select All Settings within Settings.
- From the left pane, expand Account Management and then select Account Groups.
- Hover over the desired Account Group Options icon
and select Edit.
- In the Update Account Group window, edit the Account Group details and click Save in the bottom right corner to save the changes.
To View Activity of an Account Group
- Hover over the Account Group Options icon
and select Activity.
- In the Activity pane at the right, you will be able to see if any changes have been made to the account group. You can also see the users who have made changes, the type of change that has been made, and the date & time on which the change was made.
To Delete an Account Group
- Hover over the desired Account Group Options icon
and select Delete.
- In the Delete Account Group pop-up window, click Delete to delete the group permanently.