{"id":989,"date":"2022-11-15T18:22:33","date_gmt":"2022-11-15T18:22:33","guid":{"rendered":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/?p=989"},"modified":"2022-11-15T18:22:34","modified_gmt":"2022-11-15T18:22:34","slug":"create-a-custom-data-access-group","status":"publish","type":"post","link":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/create-a-custom-data-access-group\/","title":{"rendered":"Create a Custom Data Access Group"},"content":{"rendered":"\n<p><strong>Step 1:<\/strong> From the Data Access Management tab, click \u201cCreate New Data Access Group\u201d.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/O4YFFmVlv-2pPSbBFXn7Y6Kj3a6EKq49Hh4huTCByMpSHJuvSgTwG0jkVtBC7xKBiQO5H2qQy6CJtiU4dyqdYUk74KZo6kOOiBdFm0sz5qqN-IUOBpx7fiqA0fDIxCQPuBPkl-kuDncFuCdkMurWzYMqC3n9pAUfTjr6IvLLgZGCnR3BrMFjQTH3a2HoFg\" alt=\"\" width=\"726\" height=\"138\" \/><\/figure>\n\n\n\n<p><strong>Step 2:<\/strong> Enter the group name and description. Click \u201cNext Step\u201d at the bottom right of the page.&nbsp;<\/p>\n\n\n\n<p><strong>Note:<\/strong> The group name cannot contain spaces or digits. For example, \u201cgroupnameone\u201d is acceptable, and will let you continue. Entering \u201cgroup name 1\u201d triggers a warning that you have entered an invalid description.&nbsp;<\/p>\n\n\n\n<p><strong>Step 3:<\/strong><strong> <\/strong>Select data access either by Hierarchy or MID.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/ng0UZoxpqiojFE9uxc_MGZb76FpgwMp7jeHad3oISg7qdfKKwd25Cd3dDifmBaSCk0f1o-8OdtGp2XgWWRMPOuRKsi57frTXeLuxsxK3vV8HIY3Dy4s-F8lkQfVO-nYtvj9ENTSW7aeKL2yYxrsM4yxnH1MM85dUpqDQsveH1i15MzQdDZ9pA6XhEsKlIA\" alt=\"\" width=\"720\" height=\"450\" \/><\/figure>\n\n\n\n<p><strong>By Hierarchy<\/strong><\/p>\n\n\n\n<ul><li>Select an option from each of the dropdowns: Bank, Group, Assoc.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/jtYWn_LVmyKzJ__u8zZ3c7q0X4LKc_labDJTUme53sspSVrEPKhlOxgH5YeE6acloIkhMv1oyXSyFVlHLHM4_GjWf_BTgWlRX_s3UOlgxk8U_F_xu1AcuqmmLgvPo75EcMpwxFEzGz5VSSZP1TkWz1Eg6Pb6kOamLlRBBipjoEOIDx8IKbHDy1uA_UDlRg\" alt=\"\" width=\"720\" height=\"450\" \/><\/figure>\n\n\n\n<ul><li>Choose an action from the dropdown.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/53_jhOV9B29DdEiTCd6iBWpxAIlWSOKEs-cSDN3ypLnCHtizstY2lOJoigzs2LxPhEnglmkiSvXcVtvUrCrPYGV40LGTeHscR7E3oVJHrroz3SGm-XQdHh6Mf8FAJGMEQiSKAHKeYFOWM88GDm5jWKknlMlBPdKN1AIfqkyStsevmQBq7zzyd0zmzTrlXQ\" alt=\"\" width=\"720\" height=\"450\" \/><\/figure>\n\n\n\n<ul><li>Click \u201cCreate Group\u201d.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/MQiSVsMPzvRyu0HZnWoIW4dEI9F9ccNMlJisQtkUAK7RFZ5nyrV7I10GOopc6pcvmT3VRZisjFOzrTQOyBfujEOfWgWz9AxLbb5946N1QD737VVs1Y9ikKKAdiZRIQmMIxqg_jW_FzKepenQ7zTjH--5l_ZhUIa2BQp6Nj40lXYNToErCXu8rX2QPgjYbA\" alt=\"\" width=\"720\" height=\"450\" \/><\/figure>\n\n\n\n<p>Once you\u2019ve created the group, you can add users by clicking the \u201cAdd Users to Group\u201d button.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/PUTpyVHJs8Cfj4wVMWEvzv0sGzHwMPknE79H3Q_HdDTxWBdSqjztoZxrN4P_KWOecwH9UHO9ASLWM2Rk8qeEaY3SvDzInhWbx4Jkdsox92KY8ACLynLae-aCzacSSPawyNx2AqSgT8WMz-BpY9UPLJFli_5rllyzldPxoHo24IugUaBDqk34G3bI9ooLJQ\" alt=\"\" width=\"720\" height=\"450\" \/><\/figure>\n\n\n\n<p><strong>By MID<\/strong><\/p>\n\n\n\n<ul><li>Enter at least 4 digits of the MID.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/XfI7QDrR-Ot_aNwssNeudWQq9L1-4VY2ubyyf7gyPpiivMSFyKotB3Qb1kyz1Y5oZ6cPdKnN6hDybqJor9rN7aq0wljoJmwsDdq6anme60SK_9mxdt_8XcirY6uERUD1Oc3RERjWYvtS43YX0PVRPDo10foi23f6Vr_UfLdXmN0kvmu-NxABOAbOc0D1VQ\" alt=\"\" width=\"800\" height=\"265\" \/><\/figure>\n\n\n\n<ul><li>Click \u201cCreate Group\u201d.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/MQiSVsMPzvRyu0HZnWoIW4dEI9F9ccNMlJisQtkUAK7RFZ5nyrV7I10GOopc6pcvmT3VRZisjFOzrTQOyBfujEOfWgWz9AxLbb5946N1QD737VVs1Y9ikKKAdiZRIQmMIxqg_jW_FzKepenQ7zTjH--5l_ZhUIa2BQp6Nj40lXYNToErCXu8rX2QPgjYbA\" alt=\"\" width=\"720\" height=\"450\" \/><\/figure>\n\n\n\n<p>Once you\u2019ve created the group, you can add users by clicking the \u201cAdd Users to Group\u201d button.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/PUTpyVHJs8Cfj4wVMWEvzv0sGzHwMPknE79H3Q_HdDTxWBdSqjztoZxrN4P_KWOecwH9UHO9ASLWM2Rk8qeEaY3SvDzInhWbx4Jkdsox92KY8ACLynLae-aCzacSSPawyNx2AqSgT8WMz-BpY9UPLJFli_5rllyzldPxoHo24IugUaBDqk34G3bI9ooLJQ\" alt=\"\" width=\"720\" height=\"450\" \/><\/figure>\n\n\n\n<p><strong>Deleting users from the group<\/strong><\/p>\n\n\n\n<p><strong>Note: <\/strong>A confirmation message will appear asking if you want to delete the user. Either click \u201cYes, Delete\u201d or \u201cCancel\u201d.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/3I9gYKDNziNYUfVKqLBVG5I6Q_X5ZgQ_yskWdGqcfyUIMLdPOl-K0eJZX1GugeWbYr7SjQtiLOUL36JvVQIBtpUKEkWOOtyLwMbZ5MI0Fzq5Hbx8R7TbVBqDq3g8hpe90jErICYjGigpCJakaRXFqXYBifIoeL9kqaHl--diUKyvuBbt4ImMBLeQHduwqA\" alt=\"\" width=\"412\" height=\"145\" \/><\/figure>\n\n\n\n<p>However, if you try to delete a user that is only assigned to the group, a warning will pop up, and you\u2019ll need to reassign them prior to deleting.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/jImk0e0KH1TR1mo2_88FTQH6A5oBM7zQpHohbXIK-8OLYj2xvxzZXeCLlES817ecIG8prNF7Cr8e4cjHv9xXdKgd_XZ1H4u73ZJ2J3syIHICIJoy3JqKv-p2YhqGF4G-l7F7kIMcThr0V13NV0iXLb_hrwiIzmziP3ziioXS8aqgotpC5kW9DUemtl0bDg\" alt=\"\" width=\"472\" height=\"197\" \/><\/figure>\n\n\n\n<ul><li>Click the trash can next to the user\u2019s name. It may take a few minutes for the user to be deleted from the group.&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/IO_A10vrdmGEBv9DmIzScJMVdRpbWZHkTc3PM5990CevE40Gr-gvKhwBMz2sJrBI3-W9NX_6-Czu1UENZ2Ui40B8mu2ue5AQ4uVQtT0LZ90ah0gAXyD8Qlesp7RLql1i_1GqwAoiksrWXYSzrtLrobhP142RUAUDX2qpZKXpQ5jST_00nB1klgbPK4BfMw\" alt=\"\" width=\"720\" height=\"450\" \/><\/figure>\n\n\n\n<p><strong>Deleting a group<\/strong><\/p>\n\n\n\n<p><strong>Note: <\/strong>To avoid removing a user\u2019s data access by accident, delete all users in a group before deleting the group.&nbsp;&nbsp;<\/p>\n\n\n\n<p>From the Data Access Management screen, click the button under \u201cActions\u201d. Click \u201cDelete Group\u201d.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/dXXOJSZ2jCV5nioB37fC0tnhAPOKKHUAwhcWmMFDc1uQrjuAMC1Lg9WL4FhOkRjGDvA0rZISQrf91grlRSvxXEvUUWtiR2O8r15TAAlC66y4P9-LJajVWZM3Mvus5GvbLBCqneMXs6GSKJxpkuxTN_hL2emlK04vGdvDtiqvswOVsxryXrXy7V0iSdL8Ag\" alt=\"\" width=\"720\" height=\"450\" \/><\/figure>\n\n\n\n<p>A confirmation message will appear asking you if you\u2019re sure you want to delete the group. Click \u201cYes, Delete\u201d.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Step 1: From the Data Access Management tab, click \u201cCreate New Data Access Group\u201d.&nbsp; Step 2: Enter the group name and description. Click \u201cNext Step\u201d at the bottom right of the page.&nbsp; Note: The group name cannot contain spaces or digits. For example, \u201cgroupnameone\u201d is acceptable, and will let you continue. Entering \u201cgroup name 1\u201d [&hellip;]<\/p>\n <a href=\"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/create-a-custom-data-access-group\/\" class=\"more-link\" title=\"Read More\">Read More<\/a>","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[114,118],"_links":{"self":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts\/989"}],"collection":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/comments?post=989"}],"version-history":[{"count":2,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts\/989\/revisions"}],"predecessor-version":[{"id":991,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts\/989\/revisions\/991"}],"wp:attachment":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/media?parent=989"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/categories?post=989"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/tags?post=989"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}