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Updating an account group

To update an account group:

  1. Make updates to your account group by doing one of the following:

    • To add accounts to an account group, do the following:

      1. Select the checkbox next to the account(s) you want to add, then click the icon.

      2. In the window that appears, select the Add to Existing Account Groups radio button.

      3. Select the account group from the list, then click Save.

    • To remove accounts from an account group, do the following:

      1. Select the checkbox next to the account(s) you want to add, then click the icon.

      2. In the window that appears, select the Remove from Existing Account Groups radio button.

      3. Select the account group from the list, then click Save.

    • To replace all the accounts in an account group, do the following:

      1. Select the checkbox next to the account(s) you want the group to include, then click the icon.

      2. In the window that appears, select the Replace Existing Account Groups radio button.

      3. Select the account group from the list, then click Save.