Learn how to manage account groupings.
You must be an Admin to access Account groupings.
Navigate to the Account groupings tab
- Open the sidebar from anywhere in MindBridge.
- Select Admin.
- Select the Account groupings tab.
You will see a list view of all the account groupings available in your tenant.
Manage existing account groupings
Open the Actions menu in line with the intended account grouping.
Select View details to see more information about the account grouping, including the account grouping’s columns, codes, tags, and balances.
Sort account groupings
- Open the Actions menu in line with the intended account grouping.
- Select View details.
- Use the grab handle icon in line with the account grouping to drag and drop the account grouping anywhere within the same level.