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 digitalbanking@firstmutualholding.com
Q2 has created several help guides for Co-Pilot which can be accessed below, if you need additional support or have questions email digitalbanking@firstmutualholding.com
Make sure to open the link in a new window in order to access properly.
- Getting Started with Co-Pilot
- Features
- Troubleshooting
Still have questions? Contact digitalbanking@firstmutualholding.com
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