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Modify Financial Organisation
To modify financial organisation details you must have a user role of Support for the jurisdictions the financial organisation will have access to.

To modify financial organisation details:

  1. Complete the Financial Organisation fields .
  2. If necessary, click the Add Account button in the Bank Accounts section of the form. You are required to add at least one bank account per jurisdiction that the financial organisation operates within.
  3. To modify an existing bank account, click on the link in the Bank Accounts section. The Modify Bank Account page will be displayed.
  4. To add details of additional contact people for the organisation, scroll down to the Secondary Contacts section of the form and click Add Contact. The Add Financial Organisation Contact page will be displayed. To modify an existing contact, click on the contact's name.
  5. If the financial organisation has been linked to another financial organisation (via the Merge Financial Institutions facility), details of the linked financial organisation(s) will be displayed.
  6. Press Save to save the changed financial organisation details, then click Close to return to the Administration Menu.
Once the financial organisation has been created, you can add any users that belong to that organisation.