The objective of this tutorial is to help you understand how you can use 'Group Accounts' module to create new separate Humanity accounts, clone and access multiple accounts all from one convenient master account.

Access from your: Computer
Applies to: Manager/Admin

The 'Group Accounts' module is a multi-account platform where you can create new separate Humanity accounts, clone and access multiple accounts all from one convenient master account.

You can create a new account or bulk accounts under this tab. You can also search your added accounts along with the listed information:

You may also view the staff list along with 'Locations' and 'Positions.' You can also make an account to be a 'Parent' account or 'Delete' the account.
You can also view the staff's profile information and update it if required.

You may access the account directly as the main admin, however, if you wish to view the account as a staff member you may simply click on the staff name and access the account through that account.
You may also change the permission level and update it if needed.

Save your staff details as 'CSV' or 'XLSX' through this tab.

Through 'Communication' you'll see a list of all the notices already created, you can 'Create New Notices' by assigning them to the groups, 'Edit' the existing ones and 'Delete' notices.
You can send notices to all accounts and select permissions who will be able to see them.
You can also select when they will run and they will be visible on the 'Dashboard'. If you don't specify the end date, the notice will run forever.

Note: If you don't select a start or end date, today's date will be selected.

All managers on the parent group account can have access to the ‘Group Accounts’ section.
Staff with manager permission level have access to the group platform settings, here you can 'Edit Permissions' > Define add accounts, access accounts (write & read) or access all accounts by checking the corresponding check boxes.

You will be able to view the billing details under the 'Settings' module of the main account if group billing is enabled.
However, if it's not enabled, you will be able to view the billing details by accessing that specific account under the 'Settings' module.

'Reports' tab let you have the ability to view reports filtered by child accounts or for all store accounts together along with the Save as 'CSV' or 'XLSX' option.
You may also use the filters from the top to check your interested report along with the timeline and employee.

'Group Statistics' report presents the bird-eye-view of the whole hierarchy of accounts in terms of Account IDs, Account Names, Admin details, Total Employees including  Activated, Inactive and disabled users, Locations, Positions and Schedulers data.

This option needs to be enabled by your designated account manager from Humanity. It will allow you to have a Master account > Child Accounts > Sub Accounts.
Simply navigate to 'Group Accounts' > 'Manage Accounts' > Click on Child Account name and hit 'Can be a parent'.

Now if you will access the child account through 'Manage accounts' then addition of the sub account under the child account is same as adding child account under master.

You may customize the settings next to any interested option under Settings module by either selecting 'Allow Child Edit' or 'Force Child Settings.'

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!