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