Account Groups

Account Groups is the third tab in the Definitions section and can be used to manage multiple accounts together.

By managing accounts as a whole rather than individually, alerts and notifications can be defined for all the accounts belonging to a particular group.

Create Account Groups

1. Click the + CREATE ACCOUNT GROUP button
2. In the pop-up dialogue enter the desired name of the account group
3. Type or select the account names
4. Click SAVE at the bottom right-hand corner of the pop-up dialogue

Once created, the groups will be listed. The list can be searched and filtered using the and  buttons, respectively. The list columns show:

• Name: the name of the group
• Accounts: the button to view/edit accounts belonging to the group
• : to delete the group