Required rights for features

To use some of the features in Q2 Co-Pilot, you'll need the following rights and entitlements. These requirements are manged in the back-office applications, Q2 Console and Q2central.

To access Q2 Co-Pilot and any of its features, all CSRs must have Back-Office Channel Access to Q2assist / Q2 Co-Pilot.

Rights and Entitlements

Feature	CSR Role > Rights	Group Access Mapping (if applicable)
View record details	--	View
Refresh SACs	--	View
View unmasked SACs	Co-Pilot: Can view unmasked Secure Access Contact	View
Reset password	USER MANAGEMENT: Manage UserLogins	View + Unlock
Enable/disable Logins	USER MANAGEMENT: Manage UserLogins	Full
Enable/disable Users	Co-Pilot: Can edit User status AND USER MANAGEMENT: Manage Users	Full
Add SAC contacts	Co-Pilot: Can add Secure Access Code contact	Full
Delete SAC contacts	Co-Pilot: Can edit Secure Access Code contact OR USER MANAGEMENT: Manage Users	Full
Launch CSR Assist	ADMINISTRATION: CSR Assist AND USER MANAGEMENT: Manage UserLogins	Full

 

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Need more help?

Where are these rights and entitlements managed in Q2central?

To set the Back-Office Channel Access for a CSR, go to Administration > CSR Users and find the CSR user. Double-click the CSR and edit the Back-Office Channel Access in the General tab.

To set the rights for a CSR role, go to Administration > CSR Roles. Double-click the CSR role and manage the Rights in the General tab.

Group Access Mapping (GAM) rights are only required if your FI has GAM configured. If applicable, go to Administration > Group Access Mapping to change the rights of a CSR team to Full Rights.