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April 20, 2015 @ 11:00 am - 12:00 pm
This training session will cover the back office Client Portal applications CIMple Access and EZAdmin . These tools provide web‑based back office functions that make it easy to efficiently monitor and manage users.
- CIMple Accessallows users to manage services including account access, member lockout, enrollment troubleshooting, and run reports.
- EZAdminis used to proof RDC imaged checks and include them in the cash letter to your item processor.
This class is recommended for all CO-OP Financial Services credit unions who are participating in the New CO-OP Mobile program. The training session specifically targets back office staff members responsible for managing member enrollment and approving RDC images.