Creating a New Access Group

Perform the following steps to create a new Access Group.

1. Navigate to the Access Group Listing page by selecting Store Management>Access Groups. The Access Group Listing page appears.

2. Click the New button. The Access Group Definition page appears.

3. Enter a name for the Access Group in the Access Group field.
4. Enter a description for the Access Group in the Name field.
5. Click the New button in the Companies area. A new row appears below.

6. Click the search icon to search for a customer to which you want to associate the Access Group to.

7. Use the search filters to search for a specific customer or simply click the Search button without entering any search criteria to view a list of all of your available customers. The search results appear below.

8. Select the link for the customer you want to associate the Access Group to. The Business column is updated accordingly.

9. Click Save to save your changes.

Related Topics

• Access Group Listing Page
• Associating an Access Group with a Customer
• Associating an Access Group with an Mfg Item