To create a Payment Group using RBC Express:
- Select “Payment Groups” from the left hand menu.
- Click “Create” to display the new Payment Group setup screen.
- Complete the necessary fields and click “Continue”.
- Choose the appropriate selections from the dropdown boxes.
- If user access to this Payment Group is to be restricted, select the “Restricted” radio button and click “Select”. This will display a list of available users. Choose those users who will have access to the Payment Group and select “OK” to return to the setup screen.
- Click “Continue”.
- Verify the payment group details and click “Confirm”.
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