How do I edit an account group?

To edit an account group in online banking for business, make sure you have:
 

• The Manage service agreements permission and the associated right to View
  
• The Manage account group permission and the associated rights to View and Edit (if you need to approve the changes to an account group, you also need the Approve and Self-approve rights)
   

To edit an account group:

Keep in mind: If you are part of a business group, you must select the right context before making changes to an account. For more information, read our guide on choosing the right context for a business group while navigating from one entity to another.
 

1. Sign in to online banking for business.
   
2. In the left menu under Administration, click Manage access.
   
3. Select the Account group tab.
   
4. Click the pencil icon (Edit) to the right of the account group you want to edit.
   
5. Modify the required information. 
   
   • If you wish to delete an account from the group, click on the trash can icon (Delete) to the right. For a Corporate File Transfer, select the product or ID number.
     
   • If you want to add one or more accounts to the group, click Add accounts. Select the accounts and click Add. For a Corporate File Transfer, select the product or ID number.
     
6. Once you have made all your changes, click Save.
   
7. To change an account group requires one or more approvals. Approvers will receive a notification alerting them to approve the change of the 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.
  
• If you edit an account group that has already been assigned, the change will affect all the users in that group. You can review the list of affected users by clicking Review list of affected users in the yellow banner. 
• The Self-approve right allows a user to ap