To copy an account group in Internet Banking Solutions for Businesses, first make sure you have:

• The Manage users permission and the associated right to View
• The Manage permissions permission and the associated rights to View and Edit. (If you need to approve the copy of an account group, you also need the Approve and Self-Approved rights)
• The Manage legal entities permission and the associated right to View
• The Manage account groups permission and the associated rights to View and Create
• The Manage job roles permission and the associated right to View
• The Manage self-approved permissions permission and the associated right to View

To copy an account group:

Important: If you are in a business group, you must select the service agreement starting with "**" to choose a business group (main entity and other entities), since an action made to the main entity will not apply to all the entities who are part of the business group.

1. Sign in to Internet Banking Solutions for Businesses.
2. In the left menu of the Home screen, under Administration, click Manage access.
3. Select the Account groups tab.
4. Select the account group(s) you want to copy.
5. Click on the document icon (Copy).
6. Edit the desired information, if required:
   • Name or description.
   • To remove an account from the group, click the trash can icon (Delete) to the right of the group.
   • To remove one or more ID numbers from account groups that are linked to Corporate File Transfers, click the trash can icon (Delete) to the right of the account.
   • To add one or more accounts to the group, click Add accounts. Then, select the accounts and click Add.
   • To add one or more ID numbers to the group, click Add accounts. Then, select the accounts and click Add.
7. Click Save.
8. Copying an account group requires one or more approvals. Approvers will receive a notification alerting them to approve the copy of the account group.

Good to know

The Self-approved right allows a user to approve a task that they initiated.