Business Hybrid Enrollment form

Q2 Hybrid Business Enrollment Form Overview

The Hybrid Business Enrollment allows your customers to start the enrollment process for Q2 Online Banking. The customer will complete the form, filling out their business information and the information of their Senior Administrator. After the form validates the business information in the core, the system will create the customer, user and login record for Q2.  The Senior Admin’s login will be disabled until we complete the set-up of the customer and enable their log-in.

A high-level overview of the hybrid business enrollment steps are:

1. Customer will complete the enrollment form. 
2. An email will be sent to the AlloBaaS team who will reach out to the appropriate bank that they have an enrollment to review.
3. Once logged into Q2 Console, search for the customer in Q2 and open their record.
4. Review and complete the Customer Set-Up:
   1. Assign the customer record to the correct group (Small Biz Users or FFL Treasury)
   2. Review the customer profile and fill in any missing fields.
   3. Connect the Customer’s Internal Accounts
   4. As needed, review and edit/add/delete transaction rights at the customer level.
   5. As needed, review and edit/add/delete feature rights at the customer level.
5. Review and complete the User(s) Set-Up:
   1. Review the user profile and fill in any missing information.
      1. Ensure the proper Secure Access Code (SAC) Targets are added to the user record.
   2. Connect the User’s Internal Account
      1. Ensure the correct account permissions are set (view, deposit, withdraw) at the user level.
   3. As needed, review and edit/add/delete feature rights at the user level.
6. Log-In Set-Up
   1. Enable the login ID.
   2. Assign them a temporary password.
7. Contact customer and let them know their digital banking profile is setup & how to log-in
   1. There are a few log-in options for customers:
      1. First time password free login
      2. Have them use forgot your password.
      3. Assign them a temporary

Detailed Instructions of the Hybrid Enrollment Form:

1. The Customer will select Business Enrollment from your bank’s public website, you can also send the customer the direct link to the enrollment form.
   1. To find your banks URL click here
2. The customer will complete the form below.
3. The form will validate the Business TIN/EIN and the Business Name to what we have in the core.
   1. If it does not match exactly the customer will receive an error and the bank will be notified of the error

1. When a new business enrollment comes through the AlloBaaS team will inform the branch staff that there is an enrollment that needs to be reviewed and finalized
2. Once a request is received, open Q2 Console and select the User Management tile, search for the customer, and open their profile.

1. Assign customer record to the correct group.
   1. Select the pencil icon in the upper right, then select on Edit Customer profile.

1. In the drop down select the appropriate Group (3) that the customer should be in
   1. Small Biz Users or Treasury for FFL only

1. Next Connect the internal accounts
   1. Select Internal Accounts and the plus sign.

1. Review and edit/add/delete transaction rights at the customer level.
   1. Rights at this level can be applied to any user under the customer.
   2. Go to Transaction rights (1) on the left in the customer menu.

1. To edit/add/delete transaction rights, click on one of the tiles you would like to edit (2).
   1. Click on the 3 dots upper right (3).
   2. Click on the pencil icon (4).

1. Review and edit/add/delete feature rights at the customer level.
   1. Go to Feature Rights (1) on the left in the customer menu.
   2. Click on the 3 dots (2)
   3. Click on the pencil icon (3) to edit.

1. Review the feature list and click on the square to check or uncheck the feature right (2) to enable or disable the feature.
   1. If this user should be able to add other online banking users for the company make sure to enable "Rights: Can add new users"
      1. 
   2. Note- the list is universal for all Holding Company Banks, if you are selecting a feature that ends with a bank acronym (ex: FFL) make sure to select your correct bank.
   3. You can also sort the list by selecting group or customer to show all enabled features at the top.
   4. When edits are completed, click on save changes (3).

1. Once the customer is set-up select the user profile section (1)
   1. Review the senior admin user profile and fill in any missing information.
      1. Compare to Cleartouch or business online banking agreements to ensure the senior admin information is correct and as expected.
   2. To edit profile, select the 3 dots (2).
   3. Click on edit (3).

1. Connect and set internal account permissions (view, deposit, withdraw) at the user level.
   1. Select Internal Accounts and then the plus sign.
   2. 

1. Next assign the view, deposit and withdrawal rights to the account
   1. Note- if you do not do this step the user will not see any accounts when they log in
   2. Select the three dots on the right & Edit Internal Accounts

1. Select if the user should be able to View the accounts, Deposit into the accounts and or withdraw from the accounts.
   1. To change a right for a specific account, select the Override Box

1. Confirm everything looks as expected on the internal accounts page for the user.
2. 

1. Review and edit/add/delete feature rights at the user level.
   1. Click on the user tab under customer (1)
   2. Click on Feature rights (2).
   3. Click on the 3 dots (3).
   4. Click on the pencil icon (4).

1. Once you click on the pencil icon this will be the edit screen for the Feature rights.
   1. Scroll down for more rights (1)
   2. Click on the square to check or uncheck the feature right (2).
   3. When edits are completed, click on save changes (3).
   4. Note: If they should have access to Bill Pay make sure to enable CheckFree Business Bill Pay Access, if they should be the Bill Pay admin also enable CheckFree Business Bill Pay Admin
   5. If they are the company admin, enable Rights: Manage rights for all users  
      1.  

1. Review/add/edit the Transaction rights at the user level.
   1. Note- only needs to be done if the user should have different transaction rights than the customer.
   2. Select Transaction rights from the menu on the left & select the transaction right you want to edit

1. Enable the login ID.
   1. Select the login level and the username you want to enable.
   2. Select the 3 dots next to the username and select enable log-in
   3. Then set a temporary password for the user.

1. To add additional users for the business
   1. Select User List and then the plus sign then follow steps 5 through 10
      1. The Business’ Senior Admin can also add their own users by enabling the “Manage all User Rights” feature.

Questions? Contact [email protected]