Climate First Bank Business User Help Guide

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Accounts Page Accounts Groups Dashboard View

Account Grouping enables users to create and name groups and drag and drop their accounts to arrange them in their preferred order. Add New Group

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In the Sidebar Menu , click Account Listing . 1. Select the “Groups View.” 2. Click the Add new group button.

3. Enter a group name. 4. Select the accounts you want to include in your group. 5. Click the Next button. 6. Confirm which accounts you selected and click the Done button to create the group. Note : Once you have a few groups create you can drag and drop the account to move them around between groups and click the three dot menu to edit a group and position in the Groups View. You can also click the up and down arrows to reorder the groups.

Accounts Page: Accounts Groups Dashboard View

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