Adding internal accounts in User Management

  • Updated

You can add and delete internal accounts to a Customer or User in the Internal accounts tab of the Customer or User pane. Internal accounts are accounts that belong to your FI.

After accounts are added, you can manage accounts and edit permissions at the Customer and User level.

To add internal accounts to a Customer

  1. Go to the Internal accounts tab of the Customer pane.

  2. Select Add accounts  . The Add internal accounts to Customer page appears.

  3. Choose to search accounts by Account CIF or Account #.

  4. Complete the following steps based on how you chose to search for accounts:

    1. Account CIF

      1. (Optional) Select Reference internal account CIF to search by the internal CIF.

      2. Enter the CIF name in the search box.

    2. Account #

      1. (Optional) Select Reference internal account number to search by the internal account number.

      2. Select an Account type.

      3. Enter an account number in the search box.

  5. Select Search.

  6. Select the accounts you want to add to the Customer, and then select Save accounts.

The internal accounts are now added to the Customer. You can now add these accounts to Users that belong to the Customer.

To add internal accounts to a User

You must add accounts to the Customer before you can add them to its Users.

  1. (Optional) Select a User from the User list tab of the User pane.

  2. Go to the Internal accounts tab of the User pane.

  3. Select Add accounts. The Add internal accounts to User page appears.

  4. Select the accounts you want to add to the User, and then select Add accounts.

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