Account Groups: Table#

Account Groups Table is the main working area of the “Account Groups” section, where created groups are displayed in separate rows. Through the table, the group name, update date, description, linked accounts, and number of extensions can be viewed. Groups can also be edited or deleted from the table.

Location: the “Groups” section is available in the left navigation panel.

Available Actions:

• view the list of created account groups
• select one or multiple groups using checkboxes
• sort the table by the “Group Name” and “Updated At” columns
• view linked accounts in the “Accounts” column
• view the number of extensions in the “Extensions” column
• edit group parameters
• delete a single or selected group after confirmation

Group Selection#

Group Selection is used to mark one or multiple table rows. Checkboxes are located in the first column: the checkbox in the header selects all groups on the current page, and the checkbox in a row selects only the specific group.

After selecting a group, an action can be performed on the marked row, including deletion. If multiple groups are selected, the action is applied to all marked rows after confirmation.

Column “Group Name”#

Column “Group Name” displays the name of each account group. Next to the name in the row, edit and delete icons are available. They are used to modify group parameters or remove the group from the list.

Clicking the “Group Name” header sorts the table by group names. Clicking it again changes the sorting direction.

Column “Updated At”#

Column “Updated At” shows the date and time of the group’s last modification. It helps quickly identify which groups were recently edited.

Clicking the “Updated At” header sorts the table by update date. Clicking it again toggles the sorting direction.

Column “Description”#

Column “Description” displays the text description of the group if it was added during creation or editing. If the description is not filled in, the column shows an empty value or the symbol “-”.

The description is used as a short note about the group purpose and does not affect the operation of accounts or extensions.

Column “Accounts”#

Column “Accounts” shows the accounts linked to the group. Values are displayed as badges with account names. If there are more accounts than fit in a row, the table shows part of the list and an additional hidden accounts indicator.

This column helps quickly check which accounts are included in the group without opening the edit window.

Column “Extensions”#

Column “Extensions” shows the number of extensions linked to the group. If no extensions are assigned to the group, the column shows the value “0”.

The value in this column helps quickly determine whether the group has its own extension set.

Edit Icon#

The Edit Icon opens the “Edit Group” window for changing the parameters of an existing group. The window contains the “Group Name” field, the “Description” field, the “This group will ignore other sources” switch, the “Accounts” and “Extensions” lists, and the Cancel and Save buttons.

In the “Accounts” and “Extensions” lists, required items can be added or removed. After making changes, click Save to update the group. The Cancel button or the ✖️ icon closes the window without saving changes.

Delete Icon#

The Delete Icon opens the “Delete Group Without Restore” confirmation window for deleting a group. The window displays the warning “Are you sure you want to delete 1 group(s) without restoring?” and the Cancel and Confirm buttons.

Clicking Cancel closes the window without changes. Clicking Confirm permanently deletes the group from the list. The accounts themselves are not deleted from Afina.

Workflow Scenario#