Managing Your Organization

ICBA Education > 1. Roster/Employee/Organization Management

Managing Your Organization

The following instructions are to be followed if you have a C-Level relationship type and need to add a new branch to your organization or edit the head office or branch locations information.

NOTE: Relocating a head office and/or adding a new organization in a merger situation can be tricky. If you have any questions regarding creating a new Organization or adding a Relationship, please contact info@icba.org or 1-800-422-7285 for assistance.

Adding a new Branch

  • Go to www.icba.org.
  • Click on Member Login in the upper right.
  • Click on My Account in the upper right corner.
  • Scroll down to the Organizations You Manage box and click on the Add Org Relation button found next to the Bank Head Office. 

 

  • Enter in, at a minimum, the Organization Name, on the Search screen for the system to search to find potential duplicate organizations. The more information you enter the smaller the search results.


  • If no organizations are found, click “Add an Organization”

  • If a similar organization is found and it is a location that you want to hook to your bank, click the “+Add a Relationship” button. 


  • Complete all fields with information on the new branch on the “Add Organization Relation” screen and click the Continue button.
  • The new Branch will now appear in the list of Organizations You Manage. You may add employees to this branch as necessary.

NOTE: Adding a new organization in a merger situation can be tricky due to the timing of the merger and the changing of the organization name. If you have any questions regarding creating a new Organization or adding a Relationship, please contact a CBU team member for assistance. 

Editing an Organization

  • Go to www.icba.org.
  • Click on Member Login in the upper right.
  • Click on My Account in the upper right corner.
  • Scroll down to the Organizations You Manage and click the Edit Org button next to the specific branch or head office.
  • Click the Edit Organization button in the “Details” box.

  • Edit the necessary fields and click the Save button at the bottom.
  • To get back to your “Organization You Manage” or “My Profile” screen, click the My Account link in the blue line under the ICBA website directories.

 

Note: To Remove a branch please contact ICBA at info@icba.org or 1-800-422-7285.

Article ID: 128, , Modified: 9/14/2022 at 9:00 AM
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