# Corporate/Group

The Corporate/Group Account page enables CBA operators to manage accounts held by businesses or groups. This feature allows for managing corporate accounts, including account creation and modification, while keeping track of important details such as account balance, authorized signatories, and account status.

## Accessing the Group/Corporate Account Page

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Accounts** in the side menu.
3. Select **Customer Information** from the dropdown list.
4. Choose **Corporate/Group** from the **Customer Information** dropdown list.

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2Fyuw3WsOJwXUJipJ7lny7%2FMain%20Corp%20Acc.png?alt=media&#x26;token=bfd8ebbb-7d3d-440a-b3db-14256f5acd3a" alt=""><figcaption></figcaption></figure>

## Add a New Group/Corporate Account

To add a new group or corporate account:

1. Click on the **Add** button located at the top of the page.
2. Enter the required information, such as the **TIN** (Tax Identification Number), Corporate/Group Name, Business Phone Number, and other required Corporate/Group Information.
3. Next, Add your necessary **Signatory** details.
4. Upload your select your document type and upload your relevant business documents.&#x20;
5. Click **Submit** to create the account.
6. Confirm the action by clicking the **“Yes, I want to proceed”** button.

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FJbcSD21nhJczNC31NQzN%2FCreate%20Corporate%3AGroup%20Account.png?alt=media&#x26;token=3a72d6fc-4b6f-40b4-b959-8b8183cfd2bd" alt=""><figcaption></figcaption></figure>

## Modify a Group/Corporate Account

To modify an existing group or corporate account:

1. In the **Actions** column, click the three vertical dots **(⋮)** next to the corporate account you wish to edit.
2. Select **Modify** from the dropdown menu.
3. Update the required details, including authorized signatories, document uploads, and corporate/group information.
4. Click **Submit** to save and apply the changes.
5. Confirm the action by clicking the **“Yes, I want to proceed”** button.

## View Group/Corporate Account Details

To view the details of a group or corporate account:

1. In the **Actions** column, click the three vertical dots **(⋮)** next to the account you want to view.
2. Select **View** from the dropdown menu.
3. This will display all relevant information about the account, including authorized signatories, uploaded documents, and corporate/group information.

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2Fsa6sJBSX12kcja6SlvDg%2FView.png?alt=media&#x26;token=ef8ffcc7-f67b-427a-85b1-c4cae1fb1502" alt=""><figcaption></figcaption></figure>
