Editing Corporate Customer Organisations

Client bank and bank group admin users with security rights (CCH) to view corporate customers can edit them in the Organisations area.

To edit a corporate customer organisation:

  1. Press the Organisations button from any page displaying the admin navigation bar.

    The Organisations area displays and includes tabs for the organisation types for which you have security rights to maintain.

  2. If more than one tab is displayed, select the Corporate Customer tab.

    The Corporate Customers Listing page displays, listing all of the corporate customer organisations that exist for your bank.

  3. In the Corporate Customer Name column, click on the corporate customer name link for the corporate customer you want to edit.

    The Corporate Customer page displays for the corporate customer you selected. If you do not have security rights to maintain corporate customers, the page displays in read-only mode and you will not be able to edit the corporate customer.

  4. Edit the information in the page. After you are finished editing the corporate customer data, press Save & Close.

    Your changes to the corporate customer are saved and the Corporate Customers Listing redisplays.


 

Related Topics

Customer Access Overview

Working with Customer Access