Summary

Account tags help you organize your accounts and create filters. Use the account tags supplied by MindBridge, or create your own to help you find entries or transactions.

Learn how to add and remove account tags in your analysis.

Go to the Data page

1. Select the logo in the MindBridge sidebar.
   You will go to the Organizations page.
2. Select View in line with the desired organization, or click anywhere in the organization row.
   You will go to the Engagements page.
3. Select View in line with the desired engagement, or click anywhere in the engagement row.
   You will go to the Data page for that particular engagement.

Overview

Once the accounts have been verified, they can be adjusted as needed.

Add a new account tag

1. Open the more actions menu ( ) in line with the analysis name.
2. Select Verify accounts or View accounts, depending on whether or not the accounts have been mapped yet.
   You will go to the Account grouping page.
3. Select Next to go to the Account mapping step.
4. Select the field in the Account tags menu in line with the desired account.
   The account tags menu will open.
5. Enter or select the tag you want to add.*
6. Press enter/return on your keyboard to confirm the new account tag.
7. When you are satisfied, select Next at the bottom of the page.
   You will go to the Review step.
8. If further changes are needed, you can make them on this page. If not, select Done to finalize the accounts.
   You will go back to the Data page, and will be prompted to re-run the analysis. New account tags will not be taken into account until you re-run the analysis. 

Select Cancel any time to discard your changes and go back to the Data page.

Add account tags to multiple accounts

1. Open the more actions menu ( ) in line with the analysis name.
2. Select Verify accounts or View accounts, depending on whether or not the accounts have been mapped yet.
   You will go to the Account grouping page.
3. Select Next to go to the Account mapping step.
4. Check the boxes next to the accounts you want to add new tags to.
   A blue bulk actions bar will appear.
5. Open the Actions menu in the bar.
6. Select Add account tags.
   A pop-up window will appear.
7. Enter or select the tags you want to add.
8. When you are satisfied, select Done.
   You will go back to the Account mapping step.
9. When you are satisfied, select Next at the bottom of the page.
   You will go to the Review step.
10. If further changes are needed, you can make them on this page. If not, select Done to finalize the accounts.
    You will go back to the Data page.

Select Cancel any time to discard your changes and go back to the Data page.

Remove an account tag

1. Open the more actions menu ( ) in line with the analysis name.
2. Select Verify accounts or View accounts, depending on whether or not the accounts have been mapped yet.
   You will go to the Account grouping page.
3. Select Next to go to the Account mapping step.
4. Select the X icon beside the account tags you want to remove.
5. When you are satisfied, select Done at the bottom of the page to apply your changes.
   You will go back to the Data page. 

Select Cancel any time to discard your changes and go back to the Data page.

Anything else on your mind? Chat with us or submit a request for further assistance.