Setup & Configuration

How to Utilize Management Groups in Docyt

Understanding Management Groups in Docyt

Management Groups in Docyt offer a practical way to consolidate different businesses under a unified platform. The Financial Institution Connection Center in Docyt utilizes these Management Groups to provide a streamlined approach to accessing the relevant financial institution connections for the Docyt businesses you're authorized to manage.

How to Configure Your Management Group in Docyt

  1. Log into your Docyt account.
  2. Navigate to your Docyt Business.
  3. Click on the 'Settings' option in the drop-down menu.
  4. Select the 'Management Group' tab from the left navigation menu.
  5. Click on the blue 'Create a new one' hyperlink at the top of the screen.
  6. In the 'Create New Management Group' pop-up window, enter a suitable name for your management group. Then, click 'Save'.
  7. Choose the Management Group you've just created from the drop-down menu. Then, click the blue 'Next' button at the bottom right corner to finalize your configuration.