Q2 Co-Pilot Help Guides

What is Q2 Co-Pilot?

• Q2 Co-Pilot is a lightweight back office tool for branch employees to quickly and efferently assist customers with common online banking issues like password resets, locked accounts and secure access code troubleshooting.
• A user can perform many level-1 support actions including: 
  • Reset passwords.
  • Unlock Logins.
  • Enable or disable Users and Logins.
  • View User and Login statuses.
  • View, add, and delete Secure Access Code (SAC) contacts.
  • Launch CSR Assist.
  • View details about an end user, such as the User, Customer, and Group they belong to.

• If a customer requires support beyond what Co-Pilot offers all Branch Managers have User Management Access which allows for additional actions including adding and removing accounts, creating new usernames, updating contact info.
• The digital banking team can also assist by email [email protected]

Q2 has created several help guides for Co-Pilot which can be accessed below, if you need additional support or have questions email [email protected]

Make sure to open the link in a new window in order to access properly.

• Getting Started with Co-Pilot
  • Q2 Co-Pilot Overview
  • Security tips
  • Responding to inquiries
  • Logging in and out of (Undefined variable: Variables.Q2CoPilot_Long)
  • Searching for an end user
  • Viewing end users' records
  • Login pane
  • User pane
  • Customer pane
• Features
  • Managing SAC contacts
  • Resetting a password
  • Enabling and disabling Users
  • Enabling and disabling Logins
  • Unlocking Logins
  •  Launching CSR Assist
• Troubleshooting
  • Information displayed
  • End user access
  • SAC delivery

Still have questions? Contact [email protected]