Required rights for Q2 Co-Pilot features
To use some of the features in Q2 Co-Pilot, you'll need the following rights and entitlements. These requirements are manged in the back-office applications, Q2 Console and Q2central.
To access Q2 Co-Pilot and any of its features, all CSRs must have Back-Office Channel Access to Q2assist / Q2 Co-Pilot.
|
Feature |
CSR Role > Rights |
Minimum required Group Access Mapping (if applicable) |
|---|---|---|
|
View record details |
-- |
View |
|
Refresh SACs |
-- |
View |
|
View unmasked SACs |
Co-Pilot: Can view unmasked Secure Access Contact |
View |
|
Reset password |
USER MANAGEMENT: Manage UserLogins |
View + Unlock |
|
Enable/disable Logins |
USER MANAGEMENT: Manage UserLogins |
Full |
|
Enable/disable Users |
Co-Pilot: Can edit User status AND USER MANAGEMENT: Manage Users |
Full |
|
Add SAC contacts |
Co-Pilot: Can add Secure Access Code contact
|
Full |
|
Delete SAC contacts |
Co-Pilot: Can edit Secure Access Code contact OR USER MANAGEMENT: Manage Users |
Full |
|
Launch CSR Assist |
ADMINISTRATION: CSR Assist AND USER MANAGEMENT: Manage UserLogins |
View |
Need more help?
Where are these rights and entitlements managed in Q2central?
To set the Back-Office Channel Access for a CSR, go to Administration > CSR Users and find the CSR user. Double-click the CSR and edit the Back-Office Channel Access in the General tab.
To set the rights for a CSR role, go to Administration > CSR Roles. Double-click the CSR role and manage the Rights in the General tab.
Group Access Mapping (GAM) rights are only required if your FI has GAM configured. If applicable, go to Administration > Group Access Mapping to change the rights of a CSR team to Full Rights.