Add and Remove Account Status Descriptions

 

Account statuses can be added and removed under the System main menu:

 

 

 

A Status that is in use cannot be removed.

 

Indicate on the Status description if the status is for active or inactive states and if the status is private.

 

Statuses marked as “private” can only be accessed by users with the ‘Investor admin’ permission

 

 

Also see Statuses of Investor Accounts

 

Last Updated on 6 years ago by Antoinette Van Meyeren