There are three options available for setting up users, assigning permissions and resetting passwords in
BizLink 247 (formerly
It's My Biz 247):
Scenario A: Company controls access to BizLink 247 and PIB-MLO (credit union still can support)
If the company elects to use PIB-MLO, your credit union will only need to set up an initial administrator user in CU*BASE. Then the business will have a user that can log into PIB-MLO who can manage online banking access, including adding additional users and resetting passwords.
Scenario B: Credit union controls all access to BizLink 247 (business does not use PIB-MLO)
If your credit union elects to control the access to BizLink 247, your credit union can use CU*BASE to create profiles for all of the users needing access to BizLink 247, granting each user permissions, and assisting with all of the password resets.
Scenario C: Credit union controls access to BizLink 247 (business uses PIB-MLO only to reset passwords)
If your credit union elects to control the access to BizLink 247, your credit union can use CU*BASE to add all of the company users needing access to BizLink 247, granting each user permissions, and assisting with password resets. However, you can also set up a company user with password reset privileges only to assist with the resetting of BizLink 247 passwords. This way the company will not have to call your credit union to reset a password.