Objective

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.

Overview

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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