Set Up Account Aggregation/Jump Permissions in BizLink 247

Screen ID:	UBZAGRJMPP-01
Screen Title:	Set Up Account Aggregation/Jump Permissions
Tool Number:	14
		Click here to magnify

Access this screen by selecting Aggregation/Jump Permissions from the Options menu on the previous screen.

• NOTE:  This screen is used by memberships configured for business banking.  This is configured in the Membership Designation configuration by setting the "Online banking system to use" to "Business."

• Learn more about using this screen in the Account Aggregation (See/Jump) for BizLink 247 Reference Guide.

Buttons

Button	Description
Add Secondary Account	Selecting this button will bring you to this screen. This is where you will add secondary accounts to a primary business membership. Once configured, the secondary accounts will appear in the BizLink 247 account aggregation module.

Options Menu

Option	Description
Edit	Select this option after highlighting the desired account to edit secondary account information such as account base, employee ID, and nickname.
Delete	Select this option after highlighting the desired account to delete the secondary account from the account aggregation module in BizLink 247.
View	Select this option after highlighting the desired account to view secondary account information such as account base, employee ID, and nickname.