Overview
This article covers how a user can add an Organisation Unit ('Org Unit') to an Account Group.
Once an org unit and an account group are linked, staff users in the org unit will be permitted or prevented from accessing the accounts in the group, in accordance with the account group settings. Also, any new accounts that are created by the staff in this org unit will automatically be added to the account group.
This can be applied for all sorts of reasons such as limiting the customer accounts an Agent can see when they log into a service provider account on Cumulus.
- For further information about org units can be found in our fundamentals article on Permissions.
- Further information about account groups module is available here.
Associate an Org Unit With an Account Group
To associate an Org Unit with an account group, follow these steps:
Admin > Org Units & Roles > Org Units
- Click the ID of the org unit that will be associated with the account group. This will open the details page of the Org Unit.
- From the list of Account Groups, choose the account group that is to be linked to this org unit.
- Press Save Org Unit
An org unit can only have one account group linked to it at any point in time, but an account group may be linked to multiple org units.
Related Pages
