Customers/Members List

To access a list of your customers/members, from the Admin Platform sidebar, select Customers (for banks) or Members (for credit unions). Select a user from the list to open their user profile. For instructions on how to add a new customer, go to Add a New User.

The following information displays for each user in the list:

• User – The user’s first and last name and their username. For users who have started the enrollment process but have not successfully created their login credentials, their Login displays “Temporary username” with an informational tooltip. The temporary username is created once the user completes the “Tell us more about you” page.
  To continue enrollment, you can send users a continuation email with a link. Go to Resend Enrollment Code for instructions. Users can also continue enrollment by resetting their password, or re-entering their information in the "Tell Us More About You" page (upon doing so, they will receive an email with a link to continue). Go to Consumer Enrollment or Business Enrollment for more information. To troubleshoot enrollment, go to Enrollment Helper.

  

• Last Login – A timestamp for when the user last logged into their account

• Status – Either “Active” or “Locked.” Users can be locked because they triggered a risk rule or because a staff member manually locked them.

• User Type – Either “Business” or “Consumer”

• Segment – The customer segment the user belongs to. Go to Segmentation for more information.

Search, Filter, and Sort Users

Search the List

Search for a user by entering the user's first or last name, username, email address (either personal or organizational), core ID, account number, or user UUID in the Search box, then select Search. To clear the search, delete the text you entered and select Search again.

You can also search by selecting the filter button.

In the side panel that appears, enter search criteria in the User details fields and select Apply.

Filter the List

To filter the user list, select the filter button.

In the side panel that appears, you can filter by Status (Active or Locked), Type (Consumer or Business), or Core segment. If you have several core segments, you can search by typing in the Search by core segment box. Select Apply to finish.

Once you apply the filter(s), an indicator shows at the top of the list. Select the filter indicator to refine it further by selecting other options, then Apply. To clear the filter, select Remove filter.

Sort the List

By default, the user list is sorted by last login, in descending order from newest to oldest. Select the down arrow to change the sort by oldest to newest login.