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Docyt University
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
- Log into your Docyt account.
- Navigate to your Docyt Business.
- Click on the 'Settings' option in the drop-down menu.
- Select the 'Management Group' tab from the left navigation menu.
- Click on the blue 'Create a new one' hyperlink at the top of the screen.
- In the 'Create New Management Group' pop-up window, enter a suitable name for your management group. Then, click 'Save'.
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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.