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Overview

The Account Groups module is used for several purposes in Emersion. It can be thought of as a fundamental part of the architecture that is used in places and situations to leverage certain outcomes. For example:

Account Groups are enabled only if it's required to assist in the operation of module, feature or functionality, or by a direct request for a defined purpose. Please raise a QR ticket in the Emersion Support Portal if you want to inquire about access to Account Groups.

What's in this section?


Licensing

This feature is available to subscribers of the following:  

  • Emersion Core (only when required)
  • Optional Modules
  • Upon Request (please contact your Account Manager)

Acceptance Test

Conduct an acceptance test for this module.

What is this?




Features and How To's

This section contains articles on the various features and how to use them.

Core Features

How To's



Prerequisites

There are no prerequisites for this module.

Dependencies

There is no dependencies for this module. However this module is a dependency for other modules. Where that is the case, it is documented on the relevant module's landing pages.


Access Control

Module permissions and powers are used to control access to modules, Powers are used to control access to features of a module, functions, and page sections.

If you are unable to access a given feature and you have checked the permissions and powers, please contact Emersion.


Module Permissions

Module PermissionDescription
Account GroupsGrants access to Admin > Account Groups

Powers

The powers in the table below control access to the account groups module administration section under Admin > Account Groups. 

PowerDescription
Account GroupsParent Power for the Account Groups module.
Account Groups - AdminGrants access to create and maintain account groups
Account Group - Assign to Org UnitsAssign an account to an account group.
Account Groups - Remove CustomerRemove a customer from an account group

The powers in the table below pertain to the application of the account groups, not the administration of them.

Parent PowerPowerDescription
Customer DetailsAccount Groups - ViewView the account groups for a customer.
Customer DetailsAccount Groups - Add CustomerAdd and remove customer from an account group.
SearchCustomer List Account Group SearchAdds the ability to find an account via their account group on the Customer > List page.



Module Events

The following events are included in the module.

  • Change Account Profile/Group Due To Overdue Invoice (id: 939)

Module Reports

The following reports are included in the module.

  • Account Profile, Group and Invoice Status Report (id: 1073)



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