Allow Member to Manage Online Bill Pay
These steps explain how to give a member the ability to manage online bill pay for one of his/her accounts if this feature has been turned off in PIB already.
-
This setting affects both online banking and mobile web banking.
-
These steps apply to credit unions that offer online bill pay as a service to members.
-
In order to complete these steps, PIB must first be activated for your credit union. Please contact a CU*Answers client service representative for assistance with activating PIB for your credit union.
-
Launch Tool #14 Member Personal Banker.
-
Enter the member's account number in the Account Base field on the Member Personal Banker pop-up.
-
Click the forward arrow.
-
You may need to click the forward arrow again to move past the Member Reminders pop-up.
-
-
Click the Go! button beside Personal Internet Branch (enroll or change PIB settings) on the Member Personal Banker screen.
-
Click the forward arrow to move past the Email Address Maintenance pop-up.
-
Click the forward arrow again to move past the first Configure PIB Profile (Update) screen.
-
Check the Manage online bill pay box under the Feature/Transaction heading on the second Configure PIB Profile (Update) screen.
-
Click the forward arrow.
-
Click Apply & Send on the PIB Profile Confirmation - Update pop-up.