To group Relationship Manager Accounts to Parent Accounts:

  1. Select ‘User Accounts’

  2. Select ‘Groups’

  3. Click on ‘Add Group’ under ‘Relationship Manager Groups’

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  4. Select the RM Account to which new Parent Accounts are to be added using the dropdown

  5. Select the Parent Account and specific Child Accounts to add. You may tick ‘Select all Child Accounts’ if you would like to add all Child Accounts belonging to a Parent Account.

  6. Click on ‘Assign Account(s)’ to add a new entry

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