Table of Contents
Overview
Account Groups allow administrators to define a user’s access to a subset of accounts within the Buzz Key. If a user is associated to multiple Account Groups, they will have access to all accounts within those Account Groups. If a user is associated to an Account Group and has the All-Account Access flag set to Yes, the latter will take precedence, giving them access to all accounts in the Buzz Key. User actions are defined by their assigned Role, but they may perform any of the allowable actions across the accounts to which they have access.
Accessing Account Groups
To access the Account Groups page, navigate to Admin > Account Groups at the top of the screen in Beeswax. Additionally, account groups may be created by clicking the 
button, then clicking Account Group at the top right of the UI.
Account Groups List View
List View Fields
| Column Name | Description |
|---|---|
| Name & ID | Name and ID of the created account group. |
| Customer ID | ID of the customer selected for this account group. |
| Alt ID | Alternate ID used for third-party reporting. |
| Archived | Yes or No option to archive the account group. The option to un-archive is always available. |
Create an Account Group
The users within the account group will get access to all accounts within the account group. If the same user is in multiple account groups, they will get access to all the accounts within those account groups.
As Customer ID reflects the billing relationship between Beeswax and clients, Beeswax uses that as a bounding factor to prevent data breaches. Only accounts with matching Customer ID's are allowed within the account group and only users within accounts with matching Customer ID's are allowed within the account group.
- Navigate to Admin > Account Groups > New Account Group.
A screen will appear with the following fields to complete:
*RequiredField Name Description Account Group Name* Desired name for account group. Customer* Select the applicable customer via dropdown. Accounts Select the multiple accounts that will belong to this account group.
All Accounts in an Account Group must share the same Customer Buzz Key.
Alternative ID ID used for reporting in a third-party system. Users Users who should have access to this group of accounts. Alternative ID Alternate ID used for third-party reporting. Archived Toggle on or off to archive account group. - Click Save.