Summary
Users oversee many different carrier accounts when looking at their data, and often times the accounts are grouped together by location, employee or region. It can be helpful for users to only view these accounts to get summary analysis on the data without the non-relevant locations.
Solution
Users are able to create 'Carrier Account Groups' that link multiple accounts together, allowing users to then filter off of the entire group instead of choosing individual accounts. To start, enter the Manage Carrier Account Groups application.
Click Go to view all active Carrier Account Groups. To create a new grouping, click Create.
Enter your group name and description. Then click Confirm.
If you do not see your group right away, click Go on the application page.
From here, select the group to view additional details.
This is where you will add the accounts to the group, by clicking Add Accounts.
Select your carrier, and then select the two boxes on the right side of the Carrier Account bar to view available accounts.
Choose the accounts you would like to add, and click Select.
Click Confirm to add these to your group.
In the details of your group, you will now see the added accounts.
From here users can now enter other applications and apply the Carrier Account Group filter to add their group, and filter off only the accounts in that group.
**Note: Carrier Accounts can only below to one Carrier Account Group**