Requests tab

Enrollments can be Filtered by Date by entering the desired Start and End Dates.

Each column can be filtered to a specific value by entering the desired information in the field under the column header.

Columns

• Date Enrolled
• SSN
• Name
• Email
• Phone
• CIF: Shows which Self-Enrollment requests were verified using the CIF MFA process.
  • Requests that have been verified with CIF contact information will be shown with a green check. (If your bank uses the Require Employee Approval setting for self-enrollment, you will need to click on Approve before the user can complete the self-enrollment process.)
  • If the user selected "None" or "Get Help Here" during the enrollment process, a red "X" will be displayed. These requests must be manually approved here before the user can complete the self-enrollment process.
• Actions:
  • Approve: If the Require Employee Approval option is checked on the Enrollment >> Settings tab, two options will be given for sending the setup link. Internet Banking and Digital Banking.

    

  • Deny:

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