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  • 1. Will members still be able to choose their own color themes and pictures in the new look for online banking? Public
    Preview
    No. Member-specific color themes and picture albums were not included in the first phase of our new look project. However, members can personalize the site using the Favorite Accounts and Favorite Features settings on the main page (click the little gear icon next to each). They can also upload a personalized image to appear in the Profile menu (upper-right corner of the screen). Also, your credit union will have nearly unlimited ability to customize the standard colors, layout, graphical ad  More...
  • 2. How do I change the background scheme of my CU*BASE GOLD screens? Public
    Preview
    Click the My Preferences button (a star) in the upper-right corner of the CU*BASE home page and choose from one of the available Color themes. Use Enter when done to save. Themes are tied to your CU*BASE employee ID, so you will see that theme even if you log into CU*BASE from a different workstation.
  • 3. If I want to give someone else access to my PC so they can take over my teller workstation for the rest of the day, can I just turn off auto-security and have them reactivate it themselves, or do I have to log off? Public
    Preview
    Deactivating auto-security then reactivating it does require you to enter a different employee ID. After a password is entered to reactivate auto-security under that ID, the screen will refresh the tools display to show which ones can be accessed and which cannot. However, it doesn't necessarily refresh all of that employee's other preferences such as color theme or tool set (Favorites vs. All My Tools). Therefore it's best to just log off and have the next user log in to complete  More...
  • 4. Are there any features being sunset when the new look for "It's Me 247" is released? Public
    Preview
    Yes, there will be a few features we are not bringing over into the new mobile first design. Features being permanently sunset: Promise Deposits - As most CUs and members have fully embraced RDC with its available near-real-time posting option, we made the decision not to bring the Promise Deposits feature into the new modules/mobile first design. Member-selected color themes, picture albums, and start page - The start page feature has been replaced by the Favorite accounts and Favorite feat  More...
  • 5. How can I personalize my CU*BASE home page? Public
    Preview
    To customize the appearance of your CU*BASE homepage, use the Preferences (F5) button (the star) on the home page. From there, you can customize the look and action of your home page in the following ways: Activate auto security when logging in Launch ProDOC when logging in Which tools to show when logging in (All My Tools, My Favorites, All Available Tools) When displaying favorites, choose to show My Groups, my CU Groups, or Both Sort tools by favorite sequence, tool number, or tool titile   More...