Add an Account

Add another virtual account to an account holder.

For details about required privileges, see Predefined Payment Groups and Privileges.

Accounts can only be added to account holders that have been verified.

More than one account record can be added to match the business structure.

When you set up your first account, you can add more than one account. You can also add more accounts later on if your business changes.

An owner can either make another user an owner or grant another user permission to add accounts to the account holder. See Assign an Account Holder owner and assign the Add/Update Accounts role.

1. In Payment Cloud Service, click Accounts at the bottom of the dashboard, and then click Add Account.
2. Select the Account Holder to which you want to add the account.
3. Enter a unique Account Name.
4. Select the Bank Account Name.

   Note:

   Only bank accounts that have been verified are listed as options.
5. Click Add.

   Note:

   You can also add an account directly to an account holder record. Click Account Holders at the bottom of the dashboard, select the account holder, click Accounts, and then click Add Account.

Additional accounts can then be added by following the same steps.