How do I see all the accounts I can view?
Customer setup
- Select ‘Accounts’ from the side menu, you’ll see a list of all your Modulr accounts.
- If you have lots of accounts, you can search for the one you want to view by entering the account name (alias) or ID into the search box.
- The list can also be sorted by various criteria such as balance low-high or the account alias a-z.
![CUST_accounts.png 2880](https://files.readme.io/b78debc-CUST_accounts.png)
Customer setup – Select 'Accounts' from the side menu to view all the accounts you have access to.
Delegate setup
- Select 'Customers' from the side menu and select the Customer who's account you want to view
- From the Customer's options that appear in the side menu, select 'Accounts'
- You'll see a list of that customer's accounts.
![DELG_view a cust accounts.png 2880](https://files.readme.io/47ac827-DELG_view_a_cust_accounts.png)
Delegate setup – the accounts for a Customer are found once you select the Customer from the side menu.
Multi-customer setup
- Select 'Customers' from the side menu and select the Customer who's account you want to view
- From the Customer's options that appear in the side menu, select 'Accounts'
- You'll see a list of that customer's accounts.
![MULTI_view cust accounts.png 2880](https://files.readme.io/f148e7d-MULTI_view_cust_accounts.png)
Multi-customer setup – the accounts for a Customer are found once you select the Customer from the Customers list. Go back to Customers to select a different Customer.
Partner setup
- Select 'Customers' from the side menu and select the Customer who's account you want to view
- From the Customer's options that appear in the nested menu, select 'Accounts'
- You'll see a list of that customer's accounts.
Alternatively, you can search for or select an individual account from the list shown when you select the 'All accounts' option in the side menu.
![PART_Cust accounts.png 2880](https://files.readme.io/a8af9a3-PART_Cust_accounts.png)
Partner setup – the accounts for a Customer are found once you select the Customer from the side menu.
Updated 8 months ago