Code
Each Account Role requires a unique code of up to five characters. A short but meaningful code is best.
Active?
Untick to prevent this Account Role being available to new records.
Description
Enter a description of the Account Role. This should be a description that easily identifies this Account Role.
Role Type
Owner - the client that is the main account holder. One main client must be defined for each account.
Guarantor - is client that has guaranteed to pay the debt of the main client should they default on their account obligations. This option is not normally required on a Deposit Account.
Other - are other clients linked to the account for information purposes. These clients would normally be excluded from receiving letters and being linked to the PPSR.
Short Description
Enter a short description for this Account Role, to be displayed in grids.
Icon
Select the Icon applicable to this Account Role, to be displayed in grids.