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Group Accounts Into Account Sets
An account set is a collection of accounts and groups that a user can access and run reports on.
By creating an account set, you can grant access to multiple users at once. Each account can be a member of more than one account set, so you have flexibility in setting up your permissions. Account set saved searches are useful when you want to locate an account or multiple accounts to add to an account set.
Unlike saved searches, the accounts assigned to an Account Set don't have to be related—for example, you can create an account set for accounts that you can't easily group using a saved search.
When a user is granted access to an account, the user can see only that account.
When a user is granted access to a group, the user can see and edit all accounts within the group.
To build dynamic Account Sets, you first build Account Set Saved Searches. After you've created the saved search, you can use it to create your account sets.
Defining an account set may require account performance to be recalculated.
By default, all users will have access to all accounts.
To create account sets:
On the Setup menu, click User Management.
In the Manage list, click Account Sets.
Click Create.
Type a name in the Account set name field. This is the name that will be included in the list on the Account Sets page once the account set is created.
Type a description in the Account set description field. This description will be included in the list on the Account Sets page once the account set is created.
On the Available Account Sets tab, select any account sets you want to include in your set.
Click Add.
On the Available Accounts tab, select any accounts you want to include in your set. You can search accounts or filter them using the View field. You can also select the Not assigned to an account set check box if you want to narrow your options.
You can filter the list of accounts using the View list to limit the accounts you see by accounts, groups, or both, and the Search accounts option.
Click Add.
On the Available Saved Searches tab, select any saved searches you want to include in your set. Saved searches are dynamic and will be automatically updated with accounts that meet their criteria.
Click Add.
Click Save.
