Account Groups

Account Groups is a simple way for managing information from multiple accounts. Accounts can be grouped together so that data can be downloaded from relevant accounts instead of all accounts.

Groups of accounts can be made personal, so only you can view the group, or they can be shared across all other service users, under your Corporate Online agreement.

To create a new account group

  1. Select Manage Account Groups within the Home tab
  2. Click Create New Group
  3. Check Shared Group if the group is to be available to other service users, otherwise leave unchecked
  4. Click Sterling, International, Credit Card, ICM or Personal to specify the type of group
  5. Enter a name for the group
  6. Click OK
  7. Choose the accounts you wish to be in the group
  8. Click Save

To amend a group name

  1. Select Manage Account Groups within the Home tab
  2. Check the tick box next to the group you wish to change
  3. Click Rename then enter the new name (you can't change the name of your key account group)
  4. Click Rename

To delete an account group

  1. Select Manage Account Groups within the Home tab
  2. Check the tick box next to the group you want to delete
  3. Click Delete
  4. Click OK

To add an account to a group

  1. Select Manage Account Groups within the Home tab
  2. Select an account group and click Amend Accounts
  3. Check the account to be added to the group
  4. Click Save

To remove an account from a group

  1. Select Manage Account Groups within the Home tab
  2. Check the tick box next to the account group you want to remove the account from
  3. Click Amend Accounts
  4. Uncheck the tick box next to the account you want to remove
  5. Click Save