Business Banking Members (Entry)

Screen ID:  UPINBIZ-01
Screen Title: Work with Online Banking Business Members
Panel ID: 5454
Tool Number: 14
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Access this screen by selecting Online banking/ARU (activate, change PIN/password; view password history) on the Member Personal Banker screen OR by using the shortcut olbpin on the CBX homepage and entering the account base.

Check out the video related to this topic: Introducing BizLink 247 Business Banking

Options Menu

Option

Description

Edit

Use this option to edit existing user information such as Employee ID and Email address.

Delete

Use this option to delete a user.

Reset Online Banking Credentials

This option will reset a user password for online banking.

Reset MLO Credentials

This option will reset the MLO (multi-user login) security password.

Registered PCs

This option will display devices registered to the selected employee.

Security

Use this option to setup permissions for the selected employee.

Deactivate Employee

Use this option to deactivate a user.

Activate Employee

Use this option to activate a user.

Aggregation/Jump Permissions

Use this option to configure an account aggregation module and "jump" feature for your business members using the BizLink 247 business online banking platform. This feature was designed for business members who may have multiple business memberships with your credit union.

Buttons

Option

Description

Update

Use this button to save any changes made to the top portion of this screen, such as Company ID.

Add

Use this button to add a new Employee ID. Clicking this button will bring you to this screen.