The User pane displays data about the person to whom the Login belongs. In a commercial setting, the User could be an employee of the company or organization described in the Customer pane.
Every Login has a corresponding User record, and every User record has a corresponding Customer record. It is likely that most Consumer Banking users (that is, individuals or families, as opposed to Business or Commercial users) do not know about these relationships, so we recommended only discussing the Login with end users. However, understanding the User and Customer relationship may be helpful when troubleshooting access issues.
The User pane is broken into three sections:
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User profile
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Contact information
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SAC contacts
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User accounts
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User profile
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Contact information
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SAC contacts
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User accounts
The following table details each of the fields in the User profile section.
Table 5. User profile field descriptions
|
Field |
Description |
|---|---|
|
Name |
The name of the User. |
|
Tax ID/SSN |
The last four digits of the User’s Social Security Number (SSN) or Federal Tax ID. It is possible for this field to be blank (for example, if the User is linked to a Commercial account) because it is not a required field. |
|
User status |
The current state of the User. User statuses can be Active, Inactive, or Disabled. |
|
Security Token |
Indicates if a User must supply a Symantec VIP token code instead of an SAC. A VIP token code can be acquired through a physical token (also called a fob) or the VIP Access mobile app. See "Security tokens" on page 1 for details. |
The following table details each of the fields in the Contact information section.
Table 6. Contact information field descriptions
|
Field |
Description |
|---|---|
|
|
The email that the FI has on file for the User. To change this information, the contact a CSR with access to Q2central. This email is for profile contact information only and may not be the one that the end user specified as a destination to receive SACs. |
|
Address |
The address the FI has on file for the User. Some FIs may allow Users to specify multiple addresses (such as a mailing address, a physical address, or other), but Q2 Co-Pilot displays only one address. |
|
Phone Contacts |
A list of phone numbers and types on file for the User. |
The SAC contacts section of the User pane lists the available delivery targets assigned to the User. These are the delivery targets that can receive a password reset.
The available SAC types are:
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Email
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Voice
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SMS/text
The User accounts section on the User pane displays information about an end user's accounts. It provides account numbers, account types, and permissions a user has for various accounts.
Note
Q2 Co-Pilot does not display Corporate Banking View, Deposit, and Withdraw rights to accounts.
The following table describes details in the User accounts section.
Table 7. User account fields
|
Field |
Description |
|---|---|
|
Type |
The account type, as assigned by the FI. |
|
Description |
The name of the account. |
|
CIF |
The CIF of the account. |
|
Account # |
The last four digits of the account number. |
|
View |
This indicates if the end user has View rights to see the account overview and history. This right often provides the ability to view online statements. |
|
Deposit |
This indicates if the end user has Deposit rights to view the account on the To list when making a transfer. |
|
Withdraw |
This indicates if the end user has Withdrawal rights to view the account on the From list when making a transfer. |