To add, remove, or edit signatories for the Cash Management solution, go to the Administration page and select Treasury > Cash Management > Bank Account Signatories in the search bar.
Next
Click on “Add” to add a new signatory.
Fill in the details for the new signatory.
The date from which the signatory will have access to the accounts.
Select the date from which the signatories will gain access to the required account.
The date from which the signatory will become inactive.
You can select the accounts the signatory will have access to.
On selecting multiple accounts, multiple signatories will be created for the person.
The maximum amount a signatory can trade in a single transaction.
You can update the details of a signatory by selecting it and clicking on edit.
You can remove signatories by clicking the “terminate” button. The signatory will then become inactive.
You can edit multiple records at once by clicking on the “Bulk Edit” button.
Select the effective date from which the edits will be implemented.
Depending on your needs toggle between update and terminate.
Finish