On the left menu,Account and authorization –> account groups,
Add account groups
Account groups are for helping Rate→Agent rate to manage the rate. We put accounts with the same policy into a group, and bill them altogether.
Click Add and the page pops up.
Name： to identity the group；
Team：Set which team this account belongs to, and only the accounts under this team can be added into the group；
Account：Click this botton to open the select page.
Accounts can be added are on the left, and accounts already in the group are on the right.
Tick the accounts you would like to add/remove, and drag them leftwords or rightwords.
As shown in the picture, the red process is add to the group, and blue one is to remove the accounts from the group.
And click save to save the result.
Save and a new account group has been set up.
Edit account group
In the edit account page, double click a piece of account group information and edit it.
Fields in black are editable, and fields in grey can not be edited.
“Edit account” is the same as adding process, to add accounts to or remove them from the group.