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ASP-level users with security rights (CCH) to maintain client banks can edit them in the Organisations area.
To edit a client bank:
Press the Organisations button from any page displaying the admin navigation bar.
The Organisations area displays, with the Client Banks Listing page active. This page lists all client banks that have been defined.
In the Client Bank Name column, click on the client bank name link for the client bank you want to edit.
The Client Bank page displays for the client bank you selected. If you do not have security rights to maintain client banks, the page displays in read-only mode and you will not be able to edit the client bank data.
After you are finished editing the client bank data, press Save & Close.
The Client Banks Listing page redisplays.