PSA Consolidation Manager - Groups: How to use the Groups option in Consolidation Manager

How to use the Groups option in Consolidation Manager

  • If a user belongs to a Group/Sub-group, they can login once and have access to multiple organizations. This is helpful in situations where a single bookkeeper or auditor works in multiple Organizations.
  • A user in a Group/Sub-group can do Consolidated Financial reporting. This is useful if you are reporting by Regions or Counties.
  • Although users are able to function at the Consolidation Manager level, they don't have permission to add users, create accounts, or see the Options tab.

In this example we want to grant access to the system for various CPA firms who work with multiple organizations,

Prior to setting up Groups, the feature must be turned on in Consolidation Manager:


Step 1: In Consolidation Manager, create a Group "CPA Firms"

Type in the name of the Group and click Create New Group Type



Step 2: Add a Sub-Group (each Group must have at least one Sub-Group).

Step 3: Create a Sub-Group:


Step 4: Once Adams & Adams CPA's have been set up, click on Organizations.


Select the organizations the CPA Firm needs and click Submit.

In this example, any user in the Sub-Group "Adams & Adams CPA's" can login and have access to the 5 Organizations that are selected. They can also do consolidated reporting based on the organizations in the sub-group.

Step 5: Add users to the Sub-Group.  In this example we have a Consolidation user created in the system, Trisha Barth, who works for Adams & Adams CPA's.

Select users you want to add to the Sub-Group and click Submit.


Once everything is set up, user Trisha Barth can login one time, she will have access to 5 Organizations, and her user permissions will apply to all 5 Organizations. For example, if she does not have permission to Spoil Checks, she cannot spoil checks in any of the 5 Organizations she has access to.

Related Articles

Consolidation Manager Permissions FAQ's


Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request