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Groups are predominantly used for Work types.  They allow the Chase Administrator to group together Clients, Products or Business Units that require the same Work types and markup values.  This restricts the Work types available to them during transaction processing and makes managing work much easier.

Default Security Groups enable you to create groups of Users who will have access to a specific Chase company, specific clients, or a limited subset of Chase’s data.


 Screen layout
Groups screen

Group Types screen

Group Types are items that determine how the Group will be used, and include:

  • Business Unit:  This restricts access to certain divisions or departments in the organisation.  
  • Client WorkTypes: They allow the Chase Administrator to group together Clients that require the same Work types and markup values. This restricts the Work types available to them during transaction processing and makes managing work much easier. 
  • Product WorkTypes:  
  • Security: Security Groups restrict access to a Client’s private projects to staff working on their account.
Group Linking screen

This screen allows you to link items to Groups. Once a Group has been created, link the items of the type defined (ClientsProductsBusiness Units, or Users) to the Group. This screen changes according to the Group Type selected.

 Field Help
Groups screen
ColumnsDescription
Add buttonAdds a new line from which you can add a Group.
Group NameName of the group being created.
Group TypeIndicates what type of group the created group is.
Is DefaultIndicates that this is the default group for the selected Group Type.