How do I create an account group for a user?

To create an account group for a user in online banking for business, make sure you have :
 

• The Manage service agreements permission and the associated right to View
  
• The Manage account groups permission and the associated rights to View and Create. (If you need to approve the creation of an account group, you also need the Approve and Self-Approved rights)
   

To create an account group :

Important : If you are in a business group, you must select the service agreement starting with "**" to choose a business group (main entity and other entities), since an action made to the main entity will not apply to all the entities who are part of the business group.
 

1. Sign in to online banking for business.
   
2. In the left menu under Administration, click Manage access.
   
3. Select the Account groups tab.
   
4. Click Create new.
   
5. Enter the name of the account group, followed by its description.
   
6. Click Add accounts.
   
7. Select the accounts you want to add to the group.
   
   • Note that for Corporate File Transfers linked to account groups, you need to select the products or ID numbers you want to add to the group.
8. Click Add.
   
9. Then, click Save.
   
10. Creating an account group requires one or more approvals. Approvers will receive a notification alerting them to approve the creation of the account group.
     

Watch our demo to learn how to create and assign an account group.
 

Good to know

• An account group allows you to define which accounts your users can access.
  
• An account group is associated with the job role and permissions assigned to a user.
  
• The Self-approved right allows a user to approve a task that they initiated.