Viewing Company Policy accounts

The Accounts tab contains a list of accounts that users can view. These accounts are read-only at the Company Policy level, but can be tailored within the individual User Roles.

Account tab

To view accounts

1. In the navigation menu, click or tap Commercial > Company Policy. The Company Policy page appears with a list of Transaction Types.
2. Click or tap the Accounts tab to see a list of accounts.

See Editing User Role accounts for more information on changing accounts within User Roles and the company-wide effects that any changes will have.