Sidebar

The information shown on the right sidebar of the user's profile in the Admin Platform depends on whether the user is a customer/member or staff member. Scroll down in this article to read about the fields shown in the sidebar. For instructions on editing user information, go to Edit User Information.

Depending on the user, the fields shown in the sidebar may be:

• Permissions (staff only) – This section displays for staff users only and can be "Admin" or "Staff." To change a staff user's permissions, select a permission from the menu.

• Roles (staff only) – This section displays for staff users only, and the role(s) assigned are highlighted in gray. In the image below, the user is assigned the "General staff" role. To update a staff user's role, select or deselect a role in the list (to select multiple roles, use shift + select), then select Update. The new role(s) should have a gray highlight once correctly assigned.
  

  

• User information – Fields in this section vary depending on whether the user is a customer/member or staff user.
  The following user information shows for customers/members:

  • Username

  • First name

  • Last name

  • Category – The account category, either "Personal" or "Business"

  • Organization (businesses only) – Organization name

  • Organization phone (businesses only)

  • Organization role (businesses only) – For information about organization roles, go to Manage Users

  • Customer/member – The ID number

  • Linked customers/members – Customer or member ID numbers linked with this user

  • Referral code – The referral code associated with the user

  The following user information shows for staff users:

• • Username

  • First name

  • Last name

  • Category – The account category for staff users is always "Personal"

• Usage information

  • Locked – This appears if the user is locked; for more information, go to Lock or Unlock User

  • Enrolled – Date and time of user's enrollment in Digital Banking

  • Last login – Date and time of user's last login

• Contact information

  • Phone 

  • Username

  • Email 

  • Email on core (customers/members only) – If the email address on the core is the same as the one provided during user enrollment, the value will be "Same as email." If there is no core-provided email available, the value will display as "None." This field is helpful for troubleshooting issues during the enrollment process. Go to Update Email for more information on updating a user's email with the value from the core.

  • Address – Residential address

    
    

• Branch (staff only) – If your institution uses our Staff-Led Account Opening product, this is the branch the staff member belongs to. Go to Configure Staff-led Branch Locations for more information.

• Account Information (customers/members only) – The user's account number(s) that link to the Accounts section of the user's profile

• Linked Organizations (businesses only) – The core ID of the organization(s) linked to this user. Go to Link or Unlink Organizations for more information.

• Recent Threads (customers/members only) – Link(s) to recent messages from this user that open the Messages page

• Notes (customers/members only) – Link(s) to internal notes added by your staff to the user's account via Admin Messages. Go to the Recent Notes section of the user profile to see all notes.

For instructions on editing user information, go to Edit User Information.