Modify the account group of the user

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Modify the account group of the user

  1. Ensure you are logged in as a Customer Administrator
  2. Go to Home > User Management > Assigned Roles
  3. Ensure the Security Admin role is enabled via the toggle
  4. Go to User Management > Administrator Settings > Manage User
  5. Search for the user you want to modify using their email ID
  6. Under the Status column, click View/Change Account Group, which will pull up their records
  7. In their records, click Actions > Change Account Group
  8. From the list, select the account group name you’d like them to have, select the relevant OCN number and click on Submit
  9. A pop-up will ask you to confirm. Click Yes if you wish to proceed
  10. You’ll be diverted back to their records, where you’ll be able to view the updated account group name