Difference between revisions of "Account Groups Tutorial"
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To create a new group, open the Account Group Maintenance window by going to "File" --> "Account Group Maintenance". | To create a new group, open the Account Group Maintenance window by going to "File" --> "Account Group Maintenance". | ||
| + | [[Image:NewAccGroup.jpg|thumb|Access Account Groups from '''File''']] | ||
A window will then appear. From here you can create, delete and edit account groups. | A window will then appear. From here you can create, delete and edit account groups. | ||
| − | + | [[Image:AccGrpMain.jpg|thumb|400px| Account Groups Maintenance]] | |
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| + | The toolbar at the top of the Account Group Maintenance window has the following buttons: | ||
''New Group'' - Click this button to add a new Account Group, or sub-Account Group. Just as folders allow several layers of subfolders, Account Groups allow several layers of sub-Account Groups. Simply select the Account Group and click "New Group". The new Account Group will be added as a sub-Account Group. | ''New Group'' - Click this button to add a new Account Group, or sub-Account Group. Just as folders allow several layers of subfolders, Account Groups allow several layers of sub-Account Groups. Simply select the Account Group and click "New Group". The new Account Group will be added as a sub-Account Group. | ||
Revision as of 16:52, 13 April 2009
Since DLS IV uses a SQL database to store all of your information, it utilises Account Groups instead of folders. These account groups mimic the functions and structure of normal folders on your computer.
Create an Account Group
To create a new group, open the Account Group Maintenance window by going to "File" --> "Account Group Maintenance".
A window will then appear. From here you can create, delete and edit account groups.
The toolbar at the top of the Account Group Maintenance window has the following buttons:
New Group - Click this button to add a new Account Group, or sub-Account Group. Just as folders allow several layers of subfolders, Account Groups allow several layers of sub-Account Groups. Simply select the Account Group and click "New Group". The new Account Group will be added as a sub-Account Group.
Rename - Select an Account Group and click this button to Rename the Account Group
Remove - Click this button to delete/remove an unwanted Account Group. Note that ALL sub-Account Groups will also be removed.
Permissions may be applied to each Account Group level. Click this button to launch the Permissions Manager for the selected Account Group. Note that when permissions are applied to an Account Group, those permissions are cascaded down to its sub-Account Groups.
Refresh - Click this button to refresh the list of all Account Groups
