Rights for CSR roles in Q2 Console
This reference contains the list of CSR rights (permissions) that can be enabled for CSR roles. Some rights may be specific to various products, including Q2central, Q2 Console, and Q2 Co-Pilot.
CSR rights are configured on the Administration > CSR Roles page. For more information, see Editing CSR roles in Q2 Console.
Tip: Except for transaction-related tasks that state "View", these permissions allow FI staff to directly affect data, meaning they are not view-only rights. Administer permissions accordingly.
- Administration rights
- Q2 Co-Pilot rights
- Communication rights
- Configuration rights
- Customer management rights
- Experience Builder (Q2 Config) rights
- Q2 Console Reporting rights
- Generated Reports rights
- Q2central reporting rights
- Service rights
- System alert rights
- Transaction rights
- User management rights
- Other rights
Administration rights
| CSR right | Description |
|---|---|
| Administration: Access Auditing | Display details about usage of Q2 products by FI staff and digital banking end users on the Administration > Auditing page. |
| Administration: Bank Holidays | Add, change, or delete bank holidays that define when the processing of selected transaction types will stop and resume. |
| Administration: Change Global Splashboard Settings | Configure widgets on the Home page that appears after logging into Q2central. |
|
Administration: Change Roles and Rights |
View or change CSR Roles. |
| Administration: CSR Assist |
Log into digital banking on behalf of an end user if the USER MANAGEMENT: Manage User Logins right is also enabled. |
| Administration: CSR Notifications | Add, view, change, or delete CSR Notifications. |
| Administration: Enable and Unlock CSR Users | Enable or unlock Users that have been disabled or locked. |
| Administration: Manage CSR Users | Add, view, change, or delete CSR Users. |
| Administration: Manage Custom Processing Hours | Adjust or customize processing hours for transactions. |
| Administration: Manage Password Policy | Change the password policy for logging into Q2central and online banking. |
| Administration: Manage teams for Group Access Mapping | Add, change, and delete CSR Teams for Group Access Mapping (GAM), a feature that controls which records CSRs can access. |
| Administration: Require Token during Back Office Login | CSR Users that belong to a CSR Role with this right enabled must provide a Symantec VIP token code to log into Q2central. |
| Administration: Send Broadcast Message | Send broadcast messages to all Customers. |
Q2 Co-Pilot rights
| CSR right | Description |
|---|---|
| Co-Pilot: Can add Secure Access Code contact | Add a Secure Access Code (SAC) contact information to a profile in Q2 Co-Pilot. |
| Co-Pilot: Can edit Secure Access Code contact | Edit Secure Access Codes within a profile in Q2 Co-Pilot. |
| Co-Pilot: Can edit User status | The ability to edit a User's status in Q2 Co-Pilot. |
| Co-Pilot: Can view unmasked Secure Access Contact | The ability to view unmasked Secure Access Contact information connected to a profile in Q2 Co-Pilot. |
Note: For more information on Q2 Co-Pilot rights, see Required rights for features in the Q2 Co-Pilot documentation.
Communication rights
| CSR right | Description |
|---|---|
| Communication: Manage Marketing Messaging | Add, view, change, or delete Marketing Messages that appear to end users in online banking. Specifically, this right relates to the management of ad elements and system notifications. |
| Communication: Secure Messaging | Manage secure communications between end users and message groups that consist of various FI staff members. |
| Communication: Message Group Members | Manage FI staff that are members of a message group. |
Note: For more information about the tasks you can perform if you have rights enabled for system notifications, see System notifications in Q2 Console.
Configuration rights
| CSR right | Description |
|---|---|
| Configuration: Manage Transaction Code Groups | Add, view, change, or delete Transaction Code groups. |
| Configuration: Manage Transaction Codes | Add, view, change, and delete Transaction Codes. |
Customer management rights
| CSR right | Description |
|---|---|
| Customer Management: Manage Subsidiaries | Add, view, change, or delete subsidiaries. |
Experience Builder (Q2 Config) rights
| CSR right | Description |
|---|---|
| ExperienceBuilderEditDelete | Add changes to the change log, access or edit all available features within a draft, and generate preview links. |
| ExperienceBuilderPromotePublish | Publish drafts and promote published drafts. |
| ExperienceBuilderView | View all features but cannot create changes in the change log. |
Q2 Console Reporting rights
| CSR right | Description |
|---|---|
| Console Reporting: Run Generated Reports | View and generate reports in Q2 Console Reporting. |
| Console Reporting: View Central Reports | View Q2central reports in Q2 Console Reporting. |
| Console Reporting: View Customer Classification Data | View the Customer Classifications report in Q2 Console Reporting.
Note: This entitlement allows the CSR role to view the data visualizations of the Customer Classifications Report only.
|
| Console Reporting: View Digital Banking Data | View digital banking data in Q2 Console Reporting. |
| Console Reporting: View Feature Data | View feature data in Q2 Console Reporting. |
| Console Reporting: View Security Data | View security data in Q2 Console Reporting.
Note: This entitlement is required to view security configuration information.
|
Generated Reports rights
| Generated Report title | Required entitlements |
|---|---|
| Audit Investigation Report |
CONSOLE REPORTING: Run Generated Reports AND ADMINISTRATION: Auditing |
| Auditing Summary Report |
CONSOLE REPORTING: Run Generated Reports AND REPORTING: Run Audit Compliance Reports |
| CSR Assist Front End Audit Report |
CONSOLE REPORTING: Run Generated Reports AND REPORTING: Run Customer Reports |
| CSR Audit Report |
CONSOLE REPORTING: Run Generated Reports AND REPORTING: Run Audit Compliance Reports |
| CSR Maintenance Report |
CONSOLE REPORTING: Run Generated Reports AND REPORTING: Run Audit Compliance Report |
| Customer Classifications Report |
CONSOLE REPORTING: Run Generated Reports AND CONSOLE REPORTING: View Customer Classification Data
Note: These two entitlements allow the CSR role the ability to view the Customer Classifications Report data visualizations in Q2 Console Reporting, as well as the ability to generate the Customer Classifications Report within Generated Reports.
|
| User Activity Report |
CONSOLE REPORTING: Run Generated Reports AND REPORTING: Run Usage Activity Reports |
Q2central reporting rights
| CSR right | Description |
|---|---|
| Reporting: Run Audit_Compliance Reports | Run reports that track CSR usage. |
| Reporting: Run Custom Reports | Run reports created specifically for your FI. |
| Reporting: Run Operations Reports | Run reports that track Customers and transactions. |
| Reporting: Run Usage_Activity Reports | Run reports that track the frequency of users logging in daily, monthly, by device, by operating system (OS), as well as peak login periods. |
Service rights
| CSR right | Description |
|---|---|
| Service: View Fax Services |
Used as a part of Q2voice for fax requests.
Note: This service was deprecated in Q2platform 4.2.
|
| Service: View Merchant Services | Used as an optional part of Q2voice. |
System alert rights
| CSR right | Description |
|---|---|
| System Alert: CSR User Lockouts |
View and change any CSR users who are locked out. |
Transaction rights
| CSR right | Description |
|---|---|
| Transaction: Suspect Transaction Management | Approve or reject Suspect Transactions processed by Sentinel. |
| Transaction: Access Process Wizard | Process non-real-time transactions in Q2central, such as ACH transactions, address changes, etc. |
| Transaction: Manage ACH | Process ACH files via the Transactions>ACH File Management option in Q2central. |
| Transaction: Process Micro Deposits | Process external account enrollment requests via the Transactions>Process Micro Deposits option in Q2central. |
| Transaction: Process Monthly Fees | Process fees generated by Fee Plans. |
| Transaction: Process Statement Delivery Preferences | Create a file that contains the opt-in/opt-out e-statement preferences for all end users. |
| Transaction: View All Transactions | View all transactions.
Note: This entitlement is required for the All Transactions tile in Q2 Console Transactions.
|
| Transaction: View Future_dated Transactions | View all future-dated transactions. |
| Transaction: View Other Transactions | View all deleted and canceled transactions. |
| Transaction: View Process History | View history of each batch processed through the Process Wizard. |
| Transaction: View Transaction History | View past transactions. |
| Transaction: View Transactions to Process | View transactions that need to be processed. |
| Currency Exchange Management | View the Tier Management - Int'l Wire page in Q2central and the International wire exchange rates page in Q2 Console Transactions.
Note: This entitlement is specific to FIs who currently are using the Foreign Exchange International Wire Access feature or the Preferred Foreign Exchange Rates feature.
|
| Currency Exchange Tier Management - Edit | Edit the tier ranges on the Tier Management - Int'l Wire page in Q2central and the tables on the International wire exchange rates page in Q2 Console Transactions.
Note: This entitlement is specific to FIs who currently are using the Foreign Exchange International Wire Access feature or the Preferred Foreign Exchange Rates feature.
|
User management rights
| CSR right | Description |
|---|---|
| User Management: Corporate Policy Management | Add, view, change, or delete Group and Customer policies used in the Commercial Banking product. |
| User Management: Delete CSR Notes | Delete any CSR Notes created by themselves or others. |
| User Management: Fee Plans | Add, view, change, or delete current Fee Plans. |
| User Management: Manage Customers |
Add, view, change, or delete all Customers. |
| User Management: Manage Groups (for top-level rights Group only) | Add, view, change, and delete Group features, rights, and preferences. |
| User Management: Manage Host Password |
Access the Primary Host Customer Number field on the User General tab. Used for FI core systems that require additional passwords.
Note: This right is only available if an FI uses an Open Solutions, Inc. (OSI) core that requires a host PIN to pull back data.
|
| User Management: Manage Users | Add, view, change, or delete Users. |
| User Management: Manage User Logins |
Add, view, change, or delete end user login IDs.
Note: This right also allows CSRs to log into digital banking on behalf of an end user if the ADMINISTRATION: CSR Assist right is also enabled.
|
| User Management: User Verification | Send a push notification to an end user or account holder to verify their identity.
Note: This entitlement only applies to FIs who use the Call Center End User Verification feature.
|
Note: For more information on editing rights in User Management, see Restricting editing in User management.
Other rights
| CSR right | Description |
|---|---|
| Allow access to Interactive Test Drive feature |
View Interactive Test Drive within the commercial digital banking platform. |
| Allow management of Interactive Test Drive Templates | Set up, edit, and manage Interactive Test Drive templates within the commercial digital banking platform. |