Concepts > Account/Group setup 2

Account/Group setup 2

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This topic illustrates how more complex groups can be set up to:

be aligned with functional teams, irrespective of geography.
reflect the geographical location of offices.
devolve administrative responsibilities to other admin groups.

It is advisable to have as few admin groups as possible in order to manage account-groups easily and cope with organisational changes.

Click to enlarge/collapse the graphic and refer to the table.
Example client wtih multiple admin and user group setup

 

Group

The group was created by...

The group administers ...

Screens and Accounts that are visible to the group

The group's function in the organisation

Admin Group 1

CitySprint

Admin Group 2

User Group FIN1

BOOKING (all), MY PROFILE, REPORTS and ADMIN screens in:

All consol codes and accounts for this client

Has overall admin responsibility for the CitySprint booking system and day-to-day admin for most of the organisation's London sites

Admin Group 2

Admin Group 1

User Group NW1

User Group NW2

User Group BIR

BOOKING (all), MY PROFILE and ADMIN screens in:

Consol Code MDL and all its accounts

Consol Code NW and all its accounts

Account LDN7

Members are based in the north-west and administer the CitySprint booking system for all the local sites plus one London office.

User Group FIN1

Admin Group 1

No admin permissions

MY PROFILE and REPORTS screens in:

All consol codes and accounts for this client

Accounts

User Group LDN1

Admin Group 1

No admin permissions

BOOKING and MY PROFILE screens in:

Accounts LDN1, LDN2, LDN3, LDN4, LDN5, LDN6.

Makes CitySprint bookings for various London-based managers

User Group BIR

Admin Group 2

No admin permissions

BOOKING and MY PROFILE screens in:

Accounts MDL1, MDL2, MDL3, MDL4 and LDN7.

Makes CitySprint bookings for various Midlands sites and one London office

User Group NW1

Admin Group 2

No admin permissions

BOOKING and MY PROFILE screens in:

Account NW1.

Makes CitySprint bookings for all the offices in the north-west.

User Group NW2

Admin Group 2

No admin permissions

BOOKING and MY PROFILE screens in:

Account NW2.

Makes CitySprint bookings for Head Office staff

 

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