Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand. Full details are available in Features by Geography.
To delete an account group, follow the steps below.
This action cannot be reversed. Once an Account Group has been deleted it cannot be reinstated.
STEP
ACTION
1
Go to the Administration > Account Group Management screen
2
Locate the account group and use one of the following methods to delete the account group:
Method 1: Right-click on the account group(s) and click Delete on the Context Menu
Method 2: Select the account group(s) and click Actions > Delete on the Control Bar
Method 3: Click on the account group in the list to display the Account Group Details Screen and then click Delete on the Control Bar
To find an account group, click Filter and enter a search string into one or more of the text fields that appear under the column headings.
3
Click Yes in the confirmation pop-up window
RESULT: The result depends on the Administration Model being used:
For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the account group has been deleted. You can view deleted account groups in the View > Deleted menu on the Account Group Management screen Control Bar.
For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The Account Group Status is set to Pending Approval - Delete. Another Administrator must approve or reject the deletion of the Account Group.