5 docs tagged with "groups"

Before you create a group, make sure that the necessary group types have been created. To create group types, see Group Types.

Group controls just like client controls assist in regulating the type of data permissible within the system. Listed below are the various options available.

In the system, group members can be assigned roles, which are classified as group roles. The roles can be unique to a particular group. For example, a group with a group type named "Vendors" can have group roles such as "secretary," "treasurer," and "member."

A group account is designated for a client that isn't an individual, like a business or a group of people. Similar to a client account, a group account can be linked to loans, enabling groups to borrow money. Additionally, individual clients can be added as members of groups.

This page provides instructions on how you can manage a group once created. Once the group is created, you can visit the group profile to continue managing the group. For more information about creating a group, see Creating Group.