How can we help?

If you're unable to perform some actions (such as enabling/disabling Users or Logins, managing SAC contacts, or launching CSR Assist), you may be missing permissions.

For more information, see Required rights for features.

Internet Explorer 11 is not supported by Q2 Co-Pilot. We encourage you to switch to one of the supported browsers for a better experience.

For information about supported browsers, see System requirements.

For a list of actions/features supported and not supported by Q2 Co-Pilot, see Getting started.

Like Q2assist, you can submit a Technical Support ticket to restrict traffic to certain IP addresses so that only devices on a supported network are able to access Q2 Co-Pilot.

The Q2 IT team is currently working on transferring IP whitelisting from Q2assist to Q2 Co-Pilot.

The CSR Audit report in Q2central includes CSR actions taken in Q2central and CoPilot.

Currently, you can't set a favorite search criteria across the entire FI. Only CSRs can set their favorite search criteria.