Adding a third-party group

Prerequisite: Refer to Rights. Learn how to set user rights.

You can create a third-party group when creating or modifying a third-party, as well as from the Third-party Database > Application > Third parties screen. Proceed as follows:

1. Select Third-party database > Application > Third parties.
2. Click on + Add new group in the Groups drop-down list.
3. In the Add new group window, enter the name of the group (mandatory) and its code (optional). Make sure the entered name and code are unique.
4. Click on Save.

Reminder: The Preferences setup (Third-party database section) determines who has rights on newly created groups.

Editing a third-party group

Prerequisite: Refer to Rights. Learn how to set user rights.

1. Select Third-party database > Application > Third parties.
2. Select the group in the Groups drop-down list. Click on  next to the field.
3. In the Edit group window, modify the name of the group and/or its code as you wish. Make sure the entered name and code are unique.
4. Click on Save.

Deleting a third-party group

Prerequisites:

• Refer to Rights. Learn how to set user rights.
• A third-party group can be deleted only if there is no third party in it. If you wish to delete a third-party group that has third parties in it, delete them first or move them to another group first.

1. Select Third-party database > Application > Third parties.
2. Select the group you wish to delete in the Groups drop-down list. Click on  next to the field.
3. In the Confirm group deletion window, click on Delete.