Adding a new Group

Your system can have unlimited Groups. Each Group can have it's own unique Header and Default Account. 

You can use Groups to use your system with multiple unique industries or types of business, or you can use Groups to give some users more templates and services.

1. From your Admin Panel, click Groups. Click New Group.

 

2. Add your Group Name, your Default Account ID, your Custom Header File and your Custom Header (Mobile). Click OK to save.

See the Related Article Creating a Default Account for a Group for help on creating your Default Account.

If aren't using a Custom Header file, it will default to your main header file.

 

You are ready to add your users to the Group.

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