Add a third-party group

Prerequisite: Refer to Rights. Learn how to set user rights.

A third-party group can be created while adding a third party, importing a third party, displaying existing third parties and editing third parties. Proceed as follows:

  1. Click on the + icon next to the Groups field.
  2. In the Add new group window, enter the name of the group (mandatory) and its code (optional). Make sure the entered name and code are unique.
  3. Click on the Save button.

Reminder: The Module setting setup (Third-party database section) determines who has rights on newly created groups.