Manage Member Jump Authorizations
Screen ID: Screen Title: Panel Number: |
UARUSJ-01 Manage Member See/Jump Authorizations 4424 |
Access this screen by selectingGo! in front of "See/Jump relationships (allow other member to access your account online" on the initial Member Personal Banker screen.
Get the member's perspective with this online banking video: Using the Switch Memberships Feature (More videos below!) |
Helpful Resources
Learn how to set up See/Jump access and complete other tasks related to online banking.
It’s Me 247 Strategies for Controlling Member Access
Can you "jump" from one account to another in BizLink 247 without logging into the second account?
Screen Overview
Use this screen to select which members will have “Jump” privileges to the account base at the top of the screen. Only accounts with the same Social Security number (a member with two memberships at your credit union), or members who are joint on the base (000) account (for example a spouse) will appear on this screen. (The "See" feature is no longer available.)
Check the appropriate box(es) to grant Jump access. (See description below.) Then press Enter. (The "See" feature is no longer available.)
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NOTE: Should you remove a Joint Owner from a membership, you will also need to remove these permissions. At this time a maintenance program does not exist to remove the permissions.
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This is the only place these permissions can be granted. Members cannot grant access to their accounts via online banking.
Jump Controls for “It’s Me 247”
Jump is an aggregation tool that allows members to log into one account and still see all of their other accounts at your credit union. In a nutshell, once this feature is activated in the ARU/Online Banking configuration, and the appropriate permissions are given (via this screen), the member can either “Jump” to another account.
Jump allows a member to log into one of their memberships, then “jump to” another of their memberships (same SSN) without additional authentication. (Members can also grant “Jump” permissions to any other joint owner on their base (000) account, such as a spouse, who also has a credit union membership.) From here, with a few exceptions such as applying for a loan, it is as if they logged into this second account: they can make transfers, schedule AFTs, change preferences, etc.
Additional Video Resources
Check out these additional video resources! |
View more member-facing online banking videos.
Visit the CU*BASE video library.