What is an account group?

An account group is a set of accounts that allows users to view account summaries and statements.

It is associated with the job roles and permissions assigned to users.

 

Information on Corporate File Transfers

 

Account groups help define the identifiers for which users can perform their Corporate File Transfers as associated to their job roles.

 

 

Good to know

 

  • The same account group can be assigned to several users. This means that when a change needs to be made to an account group, the changes are made for all users at the same time.
  • It is recommended to choose an account group name that makes it easy for you to identify its use (e.g. Pay bills or Salary payments).

We’re here for you

Tells us about your needs

Schedule a call with one of our experts for advice tailored to your reality.

Call us

Need immediate help? Contact us from Monday to Friday, 8 a.m. to 8 p.m. (ET).

Get in touch

Enter the details of your request in our form. We’ll answer you by email as soon as we can.