User Actions

From a user’s profile in the Admin Platform, your staff can take specific action on that user from the Actions menu. The options available in the Actions menu of a specific customer/member vary depending on the type of user they are, their linked services, and whether their account is locked or unlocked. The options available in the Actions menu of a staff member are Lock/Unlock user or Reset password. This category describes all possible user actions. Each action provides a confirmation message before continuing.

In this category:

• Permissions for User Actions

• Lock or Unlock User

• Verify User

• Resend Invite

• Delete Voided Transactions

• Refresh Transactions

• Manage Linked Core User IDs

• Change Core User ID

• Update User Data from Core

• Create or Update Bill Pay Credentials

• Show Enrollment Code

• Resend Enrollment Code

• Reset Password for a User

• Update Email

• Log In as User

• Dual Approvals (Business Banking Only)

• Link or Unlink Organizations