NCB National Cooperative Bank Treasury 24/7 User Guide

19

Home Page Account Nickname

Change an account’s nickname directly from the Home page.

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1. Click the

icon on the right side of an account card and select Account

Nickname. 2. Enter a new global and/ or personal nickname. The global nickname changes the account name for all users who don’t have their own nickname set for this account. Your personal nickname for this account is only visible to you. Note: Only an Administrator within the admin role can change global nicknames. 3. Click the Save button when you are finished.

Home Page: Account Nickname