User Groups Management

Due to security reasons, only users linked to a user group and with the Manage a user group permission may create and modify user groups.

User groups are a hierarchical structure. A child user group may only have the access rights that the parent user group already has.

For example:

• The Group_1 user group does not have permission called Manage the funding accounts.
• You are creating Group_2 and you select Group_1 as the Parent Group.
• The option to add the Manage the funding accounts permission is not displayed on the Add User Group page and you cannot add this permission as long as Group_2 is selected as the Parent Group.

The owner of the Business Account creates a user group. It specifies account access rights for users assigned to this group, for example: managing users, creating cards, transferring funds, and more. Multiple users may be linked to the same user group, but each user may only be linked to one user group.

To create a sub (child) user group, you must create a new group and explicitly select its parent group.

1. Place your mouse pointer over the Users menu.
   The Users menu options are displayed.
2. Click the Manage User Groups menu option.
   The User Group Management page is opened.
3. Click the Add User Group button.
4. Select a parent group in the Parent Group field.

Fill in the remaining fields as necessary. For more information, see How do I create a new assigned user group for a user?

1. Place your mouse pointer over the Users menu.
   The Users menu options are displayed.
2. Click the Manage User Groups menu option.
   The User Group Management page is opened.
3. In the User Group column, click the name of the group you want to view.
   The View User Group page is opened with user group detail

1. Place your mouse pointer over the Users menu.
   The Users menu options are displayed.
2. Click the Manage User Groups menu option.
   The User Group Management page is opened.
3. Click the ⋮ icon in the last column for the row representing the user group for which you want to edit the rights.
   The action menu is opened.
4. Click the Edit User Group menu option.
   A confirmation window may be opened if users are already assigned to this group.
   The Edit User Group page is opened.
5. Edit user group rights as necessary.
6. Click the Update button.
   The access rights for the group and all the users assigned to the group are updated.

1. Place your mouse pointer over the Users menu.
   The Users menu options are displayed.
2. Click the Manage User Groups menu option.
   The User Group Management page is opened.
3. Click the ⋮ icon in the last column for the row representing the user group you want to edit assigned users.
   The action menu is opened.
4. Click the Manage Linked Users menu option.
   The Edit User Group – Link Users page is opened.
5. Edit user assignments as necessary by clicking checkboxes next to user names.
6. Click the Update User Group button.
   The list of users assigned to the group is updated.

A user may only be linked to one group at a time. Once a user is linked to a user group, that user cannot be linked to another.

1. Unlink the user from their current user group.
   For instructions on how to do this, see How do I link or unlink a user from an existing user group?
2. Link the user to the new user group.
   For instructions on how to do this, see How do I link or unlink a user from an existing user group?

The Business Account owner sets access criteria for each user. Please contact the appropriate person at your company if you have a specific question regarding your user access rights for this account.

1. Place your mouse pointer over the Users menu.
   The Users menu options are displayed.
2. Click the Manage User Groups menu option.
   The User Group Management page is opened.
3. Click the Add User Group button.
4. Set up the new user group:
   1. Enter a name for the new user group in the User Group Name field.
   2. Select a Parent Group if necessary.
      If you select a parent group, the new group will only have permissions available that the parent group already has.
   3. Optionally enter a Description for the new user group.
   4. Select the checkboxes next to the access rights you want the new group to have.
   5. Click the Next button.
      1. If you selected the right to Transfer funds to/from a card: the Add User Group – Card Transfer Limits page is displayed.
      2. If you did not select the right to Transfer funds to/from a card: the Add User Group – Link Users page is displayed.
5. If the Add User Group – Card Transfer Limits page is displayed, enter the limits for fund transfers to/from cards and click the Next button.
   The Add User Group – Link Users page is displayed.
6. On the Add User Group – Link Users page, select the users you want to assign to the newly created group and click the Save User Group button.

The user group is created, and the User Group Management page is displayed.

1. Place your mouse pointer over the Users menu.
   The Users menu options are displayed.
2. Click the Manage User Groups menu option.
   The User Group Management page is opened.
3. Click the ⋮ icon in the last column for the row representing the user group you want to edit transfer limits.
   The action menu is opened.
4. Click the Manage Transfer Limits menu option.
   The Manage Transfer Limits menu is only available for user groups with Transfer funds to/from card permission.
   The Edit User Group – Card Transfer Limits page is opened.
5. Edit transfer limits as necessary.
6. Click the Submit button.
   The transfer limits for the group are updated.

Before you delete a user group, note that all subgroups (all user groups with this user group as a parent) will also be deleted, and all users assigned to the deleted user groups will be automatically unlinked.

1. Place your mouse pointer over the Users menu.
   The Users menu options are displayed.
2. Click the Manage User Groups menu option.
   The User Group Management page is opened.
3. Click the ⋮ icon in the last column for the row representing the user group you want to delete.
   The action menu is opened.
4. Click the Delete User Group menu option.
   A confirmation window is opened.
5. Click the Confirm button in the confirmation window.

1. Place your mouse pointer over the Users menu.
   The Users menu options are displayed.
2. Click the Manage User Groups menu option.
   The User Group Management page is opened.
3. Click the ⋮ icon in the last column for the row representing the user group you want to copy.
   The action menu is opened.
4. Click the Copy User Group menu option.
   A Clone User Group window is opened.
5. Fill in the details of the new group and click the Confirm button in the Clone User Group window.

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Note

If the new name is not accepted, it is because it is not unique.

A copy of your selected group is created under the new name with the same access rights as the original group.