Account Labels
Learn how to apply labels to your business banking accounts for easier navigation and organization.
Elizabeth Hughes
11 steps
38 seconds
Ucbi
1
In the side menu, select the **Commercial Functions** dropdown.
2
Select **Company Policy** in the dropdown.
3
Within Company Policy, click the **Accounts** tab.
**Tip:** Account labels allow users to organize their accounts. While these labels may be visible to all users, only users with admin rights enabled can create them.
4
Check the box next to a specific account.
5
Click the **Edit Labels** pencil icon to make changes to the account's label.
6
Type a new label name in the text box.
7
Click the **Create** button.
8
The new label will be automatically checked. Select the **Update** button to confirm.
9
Click the **Save** button when you are finished.
10
The label has been created for the account. Now click **Save** to finish.
11
Click **Close**.
Account Labels
Learn how to apply labels to your business banking accounts for easier navigation and organization.
Elizabeth Hughes
11 steps
38 seconds
Ucbi
1
In the side menu, select the **Commercial Functions** dropdown.
2
Select **Company Policy** in the dropdown.
3
Within Company Policy, click the **Accounts** tab.
**Tip:** Account labels allow users to organize their accounts. While these labels may be visible to all users, only users with admin rights enabled can create them.
4
Check the box next to a specific account.
5
Click the **Edit Labels** pencil icon to make changes to the account's label.
6
Type a new label name in the text box.
7
Click the **Create** button.
8
The new label will be automatically checked. Select the **Update** button to confirm.
9
Click the **Save** button when you are finished.
10
The label has been created for the account. Now click **Save** to finish.
11
Click **Close**.
