| NAME | CODE | BALANCE | RESTRICTED |
|---|---|---|---|
| No shared accounts loadedCreate an account or connect an account sync source to see records. | |||
| No matching recordsTry another search. | |||
Export/Print
Preview · live data disconnected
Shared Account List
Batch Import / Update
Import or update shared accounts using a validated CSV template.
File upload and import validation will be enabled after secure backend storage is connected.
Shared Account Sync
Configure an approved source to synchronise shared account metadata.
Sync statusNot configured