Lumin Admin Tour
Lumin Admin
Member & Profile Lookup
Next we’ll be focusing on the admin side of Lumin.
You’ll log into a test environment, and I’ll walk you through the system step by step. As we go, follow along and explore the tools and features you’ll use to support members in digital banking.
- Search members and businesses
Lumin Admin
Break (15 Minutes)
Lumin Admin
Managing Member Info.
There are a few Iorad tutorials you can use to cover managing member information.
- Account Deactivation / Reactivation & Risk Scoring
- Verifications, Unlocks & Blocking Sessions
- Reset Password, View as Users & Resync
- Member Validators
- Internal Accounts
- External Transfer Profile
- Transactions, Scheduled Transfers and Transfers
- Messages
Knowledge Check 1
Begin
Lumin Admin
Knowledge Check
Answer the question below.
NExt Question
Lumin Admin
Knowledge Check
Answer the question below.
Next Question
Lumin Admin
Knowledge Check
Answer the question below.
Knowledge check completed.
continue
Lumin Admin
Knowledge Check
Answer the question below.
NExt Question
Lumin Admin
Security and Logs, Communication and Alerts.
There are a few Iorad tutorials you can use to cover Security and Logs, Communication and Alerts.
- Audit Log
- Session Log
- Security
- Travel Notices
- Card Controls & Alerts
Knowledge Check 2
Begin
Lumin Admin
Knowledge Check
Answer the question below.
Next Question
Lumin Admin
Knowledge Check
Answer the question below.
NExt Question
Lumin Admin
Knowledge Check
Answer the question below.
Knowledge check completed.
continue
Lumin Admin
ACH/A2A
The ACH/A2A tab handles ACH (Automated Clearing House) and Account-to-Account transfers. Create, approve, and track batch payments or transfers between linked accounts.
- History tab
- External Accounts tab
- Failed IAV Accounts tab
Knowledge Check 3
Begin
Lumin Admin
Knowledge Check
Answer the question below.
NExt Question
Lumin Admin
Knowledge Check
Answer the question below.
Next Question
Lumin Admin
Knowledge Check
Answer the question below.
Knowledge check completed.
continue
Lumin Admin
Messages
The Message tab sends, receives, and manages secure messages between Admin and Members. It is useful for support and communication tracking.
- Thread History
- View Archive History
- Internal Notes
Lumin Admin
Access Management
The Access Management tab is an alternative to managing blocked devices from the user profile screen. In some cases, it may not be apparent which Member a device was blocked under in the user profile tab.
Lumin Admin
Reports
The Reports tab generates and views system activity and financial reports. Export data for analysis and auditing.
Lumin Admin
Lunch (60 Minutes)
Lumin Admin
Tools
The Tools tab lets Admins manage and support Members. It allows searching for specific Members to view alerts they received and provides information to help troubleshoot transfers and alerts.
Lumin Admin
Business
The Business tab provides access to all business support tools in the Lumin Digital Admin Portal.
- Business Profile Tab
- Users and Subusers
- Business Messaging
- Wires Tab
FALSE
Sessions should be marked as fraudulent only if reported by the account holder.
Lumin Admin Tour
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Transcript
Lumin Admin Tour
Lumin Admin
Member & Profile Lookup
Next we’ll be focusing on the admin side of Lumin.
You’ll log into a test environment, and I’ll walk you through the system step by step. As we go, follow along and explore the tools and features you’ll use to support members in digital banking.
Lumin Admin
Break (15 Minutes)
Lumin Admin
Managing Member Info.
There are a few Iorad tutorials you can use to cover managing member information.
Knowledge Check 1
Begin
Lumin Admin
Knowledge Check
Answer the question below.
NExt Question
Lumin Admin
Knowledge Check
Answer the question below.
Next Question
Lumin Admin
Knowledge Check
Answer the question below.
Knowledge check completed.
continue
Lumin Admin
Knowledge Check
Answer the question below.
NExt Question
Lumin Admin
Security and Logs, Communication and Alerts.
There are a few Iorad tutorials you can use to cover Security and Logs, Communication and Alerts.
Knowledge Check 2
Begin
Lumin Admin
Knowledge Check
Answer the question below.
Next Question
Lumin Admin
Knowledge Check
Answer the question below.
NExt Question
Lumin Admin
Knowledge Check
Answer the question below.
Knowledge check completed.
continue
Lumin Admin
ACH/A2A
The ACH/A2A tab handles ACH (Automated Clearing House) and Account-to-Account transfers. Create, approve, and track batch payments or transfers between linked accounts.
Knowledge Check 3
Begin
Lumin Admin
Knowledge Check
Answer the question below.
NExt Question
Lumin Admin
Knowledge Check
Answer the question below.
Next Question
Lumin Admin
Knowledge Check
Answer the question below.
Knowledge check completed.
continue
Lumin Admin
Messages
The Message tab sends, receives, and manages secure messages between Admin and Members. It is useful for support and communication tracking.
Lumin Admin
Access Management
The Access Management tab is an alternative to managing blocked devices from the user profile screen. In some cases, it may not be apparent which Member a device was blocked under in the user profile tab.
Lumin Admin
Reports
The Reports tab generates and views system activity and financial reports. Export data for analysis and auditing.
Lumin Admin
Lunch (60 Minutes)
Lumin Admin
Tools
The Tools tab lets Admins manage and support Members. It allows searching for specific Members to view alerts they received and provides information to help troubleshoot transfers and alerts.
Lumin Admin
Business
The Business tab provides access to all business support tools in the Lumin Digital Admin Portal.
FALSE
Sessions should be marked as fraudulent only if reported by the account holder.