FLEX Ten Internet Banking User Maintenance

FLEX Ten FLEX Ten Quick References FLEX Ten Internet Banking User Maintenance

This guide outlines the steps to access and manage user information within the Internet Banking User Maintenance screen.

1. Accessing Internet Banking User Maintenance

To begin managing a user’s internet banking profile, follow these steps:

  • Navigate to the Member Account Screen: Start by opening the member account screen.
  • Retrieve Account Number: Pull up the relevant account number.
  • Validate User Identity: Verify the person whose information you intend to update. For example, if updating information for “Louise,” ensure her identity is validated.
  • Locate the Maintenance Icon: On the member screen, identify an icon that signifies the member has “Moisent”. This icon functions as a hot link to the Internet Banking user maintenance screen.
  • Enter User Maintenance: Click on this icon to be directed to the user maintenance screen.

2. Overview of User Maintenance Actions

Once on the user maintenance screen, you have the ability to manage the user’s profile:

  • Edit or Delete User: By hovering over the account information, you can choose to either edit or delete the user from the system.

3. Editing User Information

When you choose to edit a user’s profile, you can modify various details across different sections:

  • User Information Section:
    • Edit the username.
    • Change the user’s status.
    • Change the password.
    • Clear security questions.
    • Manage remote deposit capture exclusion.
    • Block Zelle access.
    • Designate the user as a “view only” user.
  • Account Information Section:
    • Specify the first account to display for the user.
    • Define the types of services allowed on that account.
  • Contact Information Section:
    • Add new contact information by clicking on the plus sign (+).
    • Edit existing contact information by hovering over it.
    • Delete existing contact information by hovering over it.

4. Saving Changes

After making any modifications to the user’s profile, it is crucial to save your changes:

  • Save Modifications: Once you have completed your updates (e.g., a password change or clearing questions), click the “Save” button.
  • Confirm Save: This action will save the changes you have made to the user’s internet banking profile.