Account group operations

This section helps you in managing account group operations and will guide you to:

Adding an account to a static group

Login as an admin.
Navigate to the Manage → Click on Account Groups from the Account Management section.
Click on the Actions arrow of a Static Group and select Linked Accounts option to which you would like to add an account.
Click on Add Accounts and select an Asset Category and an Asset Type list of accounts will be populated.
Select the account which you want to add in the account group.
Click on Save to add the accounts in the account group.

Login as an admin user.
Navigate to Manage → Click on Account Groups from the Account Management section.
Click on the Actions button of the desired account group and select the Linked Accounts option to view the list of accounts associated with the group.

Login as an admin user.
Navigate to Manage→ Click on Account Groups from the Account Management section.
Click on the Actions button of the desired account group and select the Linked Accounts option to view the list of accounts associated with the group.