The objective of this tutorial is to help you understand how to control what your staff can take action on and view within 'Group Accounts' module.


Access from your: Computer                                                          
Applies to: Manager/Admin

With Group Settings, you can control what your staff can take action on or view within 'Group Accounts' module.

Things to know before you begin:

  1. You must have a manager/admin access privileges in Humanity to access Group Settings under 'Group Accounts' module.

  2. You must Save & Refresh for change to take effect once you modify the settings.

Group Settings

Step 1: Click 'Group Accounts' module from the top-panel > Click 'Group Settings' tab from the left-hand side > Click 'Save Settings' as shown in Image 1.

There are two type of settings you will be able to customize:

  1. Group Settings

  2. Child Account Restrictions

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

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