Viewing Client Banks

ASP-level admin users with security rights (CCH) to view client banks can view them in the Organisations area.

To view a client bank organisation:

  1. 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.

  2. In the Client Bank Name column, click on the client bank name link for the client bank you want to view.

    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.

  3. After you are finished viewing the client bank data, press Close.

    The Client Banks Listing page redisplays.


 

 

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