STAGE:
Production
New Feature

Organisations

STAGE: Production

Operators can view and edit groups of accounts, known as organisations.

  1. Account page shows the organisatio an account belongs to.

  2. Organisation details include:
    a) ID, Name and UUID.
    b) Default account.
    c) Summary of accounts, including account ID, name, balance, currency, treatment level for each account.

  3. Operators can browse from an organisation to its accounts via hyperlinks.

  4. Operators can change the organisation that an account belongs to.

  5. Operators can create new organisations.

  6. Operators can change the ID, name, and default account of an organisation.

  7. When creating a new Account, operators may select an existing organisation to associate the account with.

  8. The organisation for an account is displayed in the main search for account matches.

Powered by LaunchNotes