Inwood National Bank User Guide Business Edition

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Creating and Editing Account Labels Account labels allow users to organize their accounts. While these labels may be visible to all users, only users with enabled Manage Company Policy rights can create them.

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In the Commercial tab, click Company Policy . 1. Click the Accounts tab. 2. Check the box next to a specific account. 3. Click the

Edit Labels icon to make changes to an account’s label. 4. (Optional) Enter a new label name and click the Create button. 5. (Optional) Check the box next to an existing label to add it to the account and click the Update button. 6. Click the Save button. 7. Click the Save button when you are finished making changes.

Company Policy: Company Policy Overview (Advanced)