Corporate User
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How can I approve changes that other system administrators have made?
In order to approve changes made by other administrators (e.g such creating/amending users, creating/amending account sets, amending beneficiary details,…
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What should I do if my organisation’s details are incorrect?
If your organisation’s details are no longer correct, please contact us and we will be happy to update them.
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How can I download a management information report?
1. Click the type of report you want to export. 2. Select the date range for which you want the report to apply. 3. Click Export Report 4. Either open…
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How do I find a particular account?
You can search for a particular account by either: View Accounts screen Using the search by account name feature – you can use ‘*’…