Q2 User Management

Q2 User Management is a web-based feature set of Q2 Console that allows FI employees to create and manage Customers, Users, and Logins for digital banking. It allows for more access to manage customers and users in digital banking.

Branch Managers and the Digital Banking Team have access to user management because of the level of access it allows. If you have any questions on user management or feel you should have access to the tool please contact [email protected] 

Q2 User Management Help Guides- open links in a new tab in order to access properly

Getting Started

• Logging in and out of Q2 Console's User management

• Searching for a Customer, User, or Login

• Performing quick actions

• Adding new Customers, Users, and Logins

• Launching CSR Assist

• Using Contact search

Customer Profiles

• Editing Customer profiles

User Profiles

• Editing User profiles

• Managing secure access code (SAC) contacts

• Enabling and disabling Users

Login Profiles

• Editing Login profiles

• Enabling and disabling Logins

• Sending password resets for Logins

• Setting temporary passwords for Logins

• Resetting browser activations for Logins

• Renewing expired initial passwords for Logins

• Resetting passwords to default for Logins in Voice channel

• Unlocking passwords for Logins

Account Management

• Adding internal accounts

• Editing rights for accounts

• Using Account search

Feature Rights

• Enabling and disabling features

• Editing transaction rights

• Linking digital banking Customers to Centrix Exact/TMS Customers

Troubleshooting

• Compromised devices

Still have questions? Contact [email protected]