Groups

This section allows the user to create groups of accounts based on their preferences. While you are on the Groups section, this will display a list of the groups you have already created for your company.

Filter a Group

This action will only be enabled for use if there are groups created beforehand, and it will allow you to filter the groups based on the criteria chosen by the user, such as the code or the name.

When you filter a group of accounts this action will hide the accounts contained in the group of the principal grid (if you choose the option “filter from ClearView”)

Then a new window will open, and the user can choose three different options (not exclusive of each other), so this will exclude the groups of accounts they do not want to see from the API, from Clearview Portal or from PAD Database & Output files.

Add a new Group

To add a new account group, click on the “add” icon.

Then, automatically access the screen where you will need to assign a: code, name, and specify the type of group of your choice. To save the changes, it is always necessary to click the ‘Save’ button in the top-right corner of the screen.

Once the group is created the next step will be adding accounts to the group. Click to select the accounts that belong to the created group.