Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
Account Group Management enables your organisation to group a set of accounts together. You can then entitle the account group to one or more users. When an account group is modified, this is reflected in all users that have permissions to the account group.
- Right-click on a row to display the Context Menu where you can select the following actions: View, Edit, Delete, Copy, Approve, Reject, View Audit History or generate an Account Group Report
- Click on a row to view the Account Group Details screen
Control Bar
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| View |
Change the View to see All or Deleted account groups. |
| New | Click New to create an account group. |
| Approve | Approve an action made to an account group. |
| Reports | Generate an Account Group Report for one or more selected account groups. |
| Actions | Use the Actions menu to perform an action on a selected account: View, Edit, Delete, Copy, Approve, Reject or View Audit History. |
| Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
| Export | Export the records on screen into a CSV file. |
| Refresh | Refresh the records on screen. |
Columns
For information on how to customise grids, click here.
| COLUMN | DESCRIPTION |
|---|---|
| Group Name | The Account Group Name assigned by your organisation. |
| Group Description | The Account Group Description assigned by your organisation. |
| Status | The status of the account group: Approved, Pending Approval, Pending Approval - Delete |
Account Group Details
To view account group details from the Account Group Management screen, select an account group in the list. The Account Group Details screen provides information on the account group, including the status, last edited details and a list of accounts in the group.
Account Group Details Control Bar
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| Edit | Edit an account group. |
| Delete | Delete an account group. |
| Copy | Copy an account group. |
| Approve | Approve an account group. |
| Reject | Reject an account group. |
| View Audit History |
Displays a View Audit History pop-up window that shows the actions performed on an account group by an Administrator. Click on the action hyperlinks to view event history information.
If you need the information in a CSV or PDF format, generate an Account Group Report.
|
| Reports | Generate an Account Group Report. |
| Close | Close the Account Group Details screen and return to the Account Group Management screen. |