Groups

Selecting Setup|Groups will display the Groups screen. Groups are used to group the different reports, notifications and batches listed and the groups can be added, edited and deleted.

To add a group:

Select the Add button and populate a name and description. Selecting a type from the dropdown will determine whether it appears on the default groups drop down for reports, notifications and batches. Select the Save button to complete the new group added.

To edit a Group:

Select the Edit link. Editing a group only involves changing the name, or description or the type selected. Select the save button when done editing the group.

To delete a group:

Select the delete () icon. A prompt will appear to confirm the action. Selecting OK will delete the group.