How to Edit Economic Group Information
Learn how to edit the name, value formatting, and other general definitions of an economic group.
By Product Owners Accountfy
Overview
In this guide, we will learn how to edit economic group information. This includes editing the group name, value formatting, and other general definitions. We will explore the available options in Settings and how to use them to adjust the economic group settings.
Editing the Economic Group
1
Click on the “Settings” app available on the home screen.
2
In the Solutions module within this app, choose the economic group you want to edit.
3
The available configuration options will be presented. Use the tabs to navigate between the options;
4
If this is the case, fill in the general fields located at the top of the screen.
Edits managed by access permissions
Some edits depend on access being granted to the user who is editing. For example, to make the tabs related to “Economic Group Lock” and “Result Movement” available on the group editing screen, the user must have the permission “Edit the economic group lock date”.
5
To grant this access, go to the “Access Management” module
6
Click on the profile of the user who needs to view the tab.
7
Select the Economic Group related to this permission.
8
Edit the user’s permissions (the permission related to lock date is in the “General” submodule).
9
From this point on, the user will be able to view the tab related to the lock edit.
