Add Account Holder
Create an account holder within the organization.
For details about required privileges, see Predefined Payment Groups and Privileges.
More than one account holder record can be added to match the business structure.
The status is reflected in the dashboard and landing page.
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The person who created the account holder becomes the owner.
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An account is automatically created for that account holder.
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If their group has the Add/Update Accounts privilege, then they become the owner of the automatically created account and any other accounts they add. They can also grant ownership of these accounts to other users.
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Each account holder must be verified and each requires a separate Payments Order Document.
Parent topic: Account Holders