#Configure Account Manager

Account Manager allows you to manage custom groups for AvePoint Cloud Governance. You can create custom groups to allow certain users to view reports, and monitor requests and tasks. To configure custom groups for AvePoint Cloud Governance, click Account Manager in the System group within the Settings interface.

You can perform the following actions in the Account Manager interface:

#Create or Edit Custom Groups

To create a new custom group for AvePoint Cloud Governance, click Create Group on the ribbon. To modify a previously configured group, select the desired group, and click Edit Group on the ribbon. These groups are aimed to give the business users permission to view the reports, activities, requests, and tasks.

In the Create Group or Edit Group window, configure the following settings:

1. Group Information ‒ Enter a Group Name in the text box. Then, enter an optional Group Description for future reference.

2. Permissions ‒ Assign the permissions to the group by selecting corresponding checkboxes.

3. Click Save to save the configurations or click Cancel to return the Account Manager window without creating the group.

#Add Users into Custom Groups

To add users or Microsoft 365 Groups into an AvePoint Cloud Governance custom group, refer to the instructions below:

1. In the Account Manager window, select a group by clicking the group name, and then click View User(s) on the ribbon.

2. Within the group, click Add User on the ribbon. You will be brought to the Add User interface.

3. Enter the names of the users or Microsoft 365 Groups you wish to add in the text box. Press Enter to check if the name is valid.

   NOTE

   Click the AvePoint Online Services link in the description to add external users into AvePoint Cloud Governance through AvePoint Online Services.

4. Click Save on the ribbon to save the configurations or click Cancel to return to the View User(s) window without adding any users or groups.

#Remove Users from Custom Groups

To remove users from a custom group, complete the following steps:

1. In the Account Manager window, select a group, and then click View User(s) on the ribbon.

2. Within the group, select the desired usernames or Microsoft 365 Group names, and then click Remove User from Group on the ribbon. A confirmation window appears.

3. Click OK to delete the selected users or groups, or click Cancel to return to the View User(s) window without deleting the selected users or groups.

#Delete Custom Groups

To remove custom groups from AvePoint Cloud Governance, complete the following steps:

1. In the Account Manager window, select one or more groups, and then click Delete Group on the ribbon.

2. A confirmation window appears asking for your confirmation. Click OK to delete the selected groups or click Cancel to return to the Account Manager window without deleting the selected groups.