Launching CSR Assist

With CSR Assist, you can log in to online banking on behalf of an end user and see the same information that the end user sees.

Note the following details about using CSR Assist:

  • Before CSR Assist can be utilized, the end user must have logged into online banking at least once, and the status of their Login ID must be Normal.
  • While logged in on behalf of a user, you cannot accept disclaimers or agreements.
  • Single sign-on functionality (such as Bill Pay transactions) and the Information Reporting features of the Corporate Banking product are not supported.

To use CSR Assist

  1. Search for the end user's record.
  2. Validate the end user’s identity according to FI policy.
  3. On the User pane, select Menu Icon > CSR Assist.
  4. Select a Policy.
  5. Enter your (Undefined variable: Variables.Q2CoPilot_Long) Password.
  6. Select CSR Assist. The end user's online banking Home page displays in a new tab.

Can't perform this feature? See Required rights for features.