Managing SAC contacts in Q2 Co-Pilot

You can add or delete Users' contacts that receive Secure Access Codes (SACs) in the SAC contacts section of the User pane.

To add a new SAC contact

1. Search for the end user's record.
2. Validate the end user’s identity according to FI policy.
3. In the User pane, select Add SAC contact.
4. Select an SAC type.
5. Fill in the contact information based on the selected SAC type.
6. Select Save. The new contact is added to the SAC contacts list.

To delete an SAC contact

1. Search for the end user's record.
2. Validate the end user’s identity according to FI policy.
3. In the User pane, select next the contact you want to delete.
4. Select Delete SAC contact.
5. Select Delete. The contact is deleted from the SAC contacts list.

Can't perform this feature? See Required rights for features.