i-Account - How to Assign and Unassign Unit Owner to Customer Group

i-Account - How to Assign and Unassign Unit Owner to Customer Group

Introduction
Admins can assign unit owners into specific groups to differentiate when generating batch invoices or extracting the reports efficiently. To assign the unit owners into a specific group, Admin can follow the step as below:


Steps
1. Once login to i-Account, go to Property > Setup > Customer Groups to assign the unit owners into the relevant group. 



2. On the Customer Group page, the listing displays all customer groups that have been assigned previously. 



3. The action buttons on the listing are explained below:


Action Icon

Descriptions

To edit or rename the Customer Group Name and Descriptions.  

To assign or unassign unit owner/debtor to the selected customer group.

To remove the selected customer group.


4. The steps to complete basic settings for customer group is as follows:


A) Add a New Customer Group


i. At the bottom section of the Customer Group page, enter the Group Name and Description. 


ii. Then, click on “Add New” to add a new customer group. 



iii. Once the Customer Group is successfully added, it will be listed in the Customer Group listing. 


B) Assign Unit Owner/Debtor to Customer Group
i. To assign a unit owner or debtor to a new or existing customer group, click on the middle assign icon.


ii. Tick the checkbox for all the new unit owners that need to be assigned to this group.
Note: A pre-ticked checkbox indicates the unit owners that have already been assigned to the group for existing groups.



iii. Scroll down and click on “Assign”.



iv. This pop up message will appear. Click on “OK” to proceed.



Additional Info: If you change unit owner in i-Neighbour’s Manage Unit by following the steps in this guide:https://support.timeteccloud.com/portal/en/kb/articles/changing-unit-owner-in-i-account, the system will automatically remove the ex-owner from the group and assign a new owner.

C) Unassign Unit Owner in Existing Customer Group
i. To unassign the unit owner or debtor from the customer group, click on the middle assign icon.



ii. For example, in this Block B owners group, to unassign unit owners for B-10-4 and B-10-5, we have to untick the checkbox for both unit owners, as shown below:


iii. Untick the checkbox to unassign. 



iv. Scroll down to the bottom of the page and click “Assign” to save.



v. After clicking “Assign”, click on “OK” to successfully remove the unit owners from this particular customer group.


Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@timeteccloud.com we will update it as soon as possible.


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