How do I change a user's account group?

To change a user's 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 change of an account group, you also need the Approve and Self-Approved rights)
   

To change 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 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.
  
• The Self-approved right allows a user to approve a task that they initiated.