Corporate/Group
Last updated
Udara360 User Guide
Last updated
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.
Log into the application using your credentials.
From the dashboard, navigate to Accounts in the side menu.
Select Customer Information from the dropdown list.
Choose Corporate/Group from the Customer Information dropdown list.
To add a new group or corporate account:
Click on the Add button located at the top of the page.
Enter the required information, such as the TIN (Tax Identification Number), Corporate/Group Name, Business Phone Number, and other required Corporate/Group Information.
Next, Add your necessary Signatory details.
Upload your select your document type and upload your relevant business documents.
Click Submit to create the account.
Confirm the action by clicking the “Yes, I want to proceed” button.
To modify an existing group or corporate account:
In the Actions column, click the three vertical dots (⋮) next to the corporate account you wish to edit.
Select Modify from the dropdown menu.
Update the required details, including authorized signatories, document uploads, and corporate/group information.
Click Submit to save and apply the changes.
Confirm the action by clicking the “Yes, I want to proceed” button.
To view the details of a group or corporate account:
In the Actions column, click the three vertical dots (⋮) next to the account you want to view.
Select View from the dropdown menu.
This will display all relevant information about the account, including authorized signatories, uploaded documents, and corporate/group information.
