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:
You must have a manager/admin access privileges in Humanity to access Group Settings under 'Group Accounts' module.
You must Save & Refresh for change to take effect once you modify the 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:
Child Account Restrictions
If you have any further queries, please don't hesitate to reach us at email@example.com. Happy Scheduling!