Edit Customer >> Devices tab

CSI can enable this tab, if desired.

Devices can be managed by bank employees by editing a customer and navigating to their Devices tab.

Any devices already added to the customer will be displayed and the employee can edit and delete those if they wish. Employees also have the ability to add new devices by selecting Add New Device.

When adding a new device, a Mobile Number textbox appears along with a Default Account dropdown and Mobile Confirmed and Default Bank checkboxes.

• Phone Number: This textbox is numerical only with a max of 11 digits and a minimum of 10 digits. A warning triangle will be displayed if an alpha character is entered.
• Device Name: Nickname for this device.
• Platform: The device type (iPhone, Android, etc.).
• Status: Users can choose to leave the device in an unconfirmed status which would allow them to confirm it later or it would also allow the customer to go through the verification process to verify the device. Users can set the status to confirmed if they wish to bypass the verification process.
• Default Account: Controls which account responds when text banking is used.
• Text Banking: When enabled, device will be set in the system as an option for text banking
• Text Alerts: when enabled, device will be set in the system as an option for alert delivery
• Push Notifications: when enabled, device will be set in the system as an option for push notification delivery

After adding a Mobile Number, it can be tied to any of the customer’s accounts by selecting the > to the left of the record and selecting the accounts from the drop-down list.

If the default account needs to be deleted, you must edit the device and change the default account first. The account will then appear under the device and you will be able to delete it.

Once a device has been confirmed by the bank or verified by the customer, the device can begin receiving text alerts.

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