Creating a Default Account for a Group

If you have created a Group and need to connect the Default Account, follow these steps.

Click New Account and complete the 3 steps shown. Choose My Default Accounts in the Group Drop Down. Click OK.

Click New Account and complete the 3 steps shown. Choose My Default Accounts in the Group Drop Down. Click OK.

When the new Default Account is created, the Master (Blank) Defaults Acct is used to create the defaults in this new account.

Click on the Group: My Default Accounts to see a list of your Default Accounts.  Get the Account ID for the Default Account you are adding to your Group.

Click on the Group: My Default Accounts to see a list of your Default Accounts.  Get the Account ID for the Default Account you are adding to your Group.

Click to the Groups Tab.

Click to the Groups Tab.

Click Edit next to the Group you want to add the new Default Account.

Click Edit next to the Group you want to add the new Default Account.

Add the Defaults Account ID you set up in step 2. Click Update.

Add the Defaults Account ID you set up in step 2. Click Update.

Your Default Account is now ready to be updated with your default templates for use by the accounts in that Group.