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Edit a bank directory entry

Goal

Update an existing bank directory entry.

Who it is for

bank.manage.

Steps

  1. From the list, open Edit on the row (or detail → edit).
  2. Change editable fields.
  3. Platform-sourced banks: only active/sort (and limited fields) are editable — not full delete.
  4. Custom banks remain fully editable/deletable when is_editable.
  5. Save.

Result

List and dependent pickers show the updated values.

Hard stops

Cannot delete platform rows; edit blocked when not editable; bank.manage required.

BlueMatrix Help — product documentation for tenants