Online Guide to Theme 2 - Home
Similar to how you upgraded from Legacy to Theme 1 in FI Management, you will upgrade on your schedule (prior to June 30, 2017), but this time changes will be made via the new Back Office application.
NOTES:
- There are no fees associated with upgrading to Theme 2.
- Episys Credit Unions: please review the information regarding updating your PowerOn files (featured on subsequent pages of the guide).
We've made Theme 2 available as a controlled deployment option, which means you can hand-pick one or more NetTeller users to get Theme 2 before you enable it for your entire user base. Controlled deployment also allows you to perfect your color and look and feel choices, educate internal staff, and prepare end-user communications.
To place Theme 2 in Controlled Deployment, select the Marketing menu in Back Office.
Choose Look and Feel Configuration (leave Deployment sub menu selected) and choose Controlled Deployment for Theme 2. Click Save.
After saving, the Manage Users option displays next to Controlled Deployment for Theme 2. Click the Manage Users button, search for and select the testers by checking the box in the Tester column (Min: 1, no Max), and click Submit.
The selected test users will now see Theme 2 each time they log in to NetTeller. The login process and URL for these users doesn't change, however Theme 2 will not display until they land on either the MyNetTeller or standard Account Listing page. Theme 2 does not display for login screens for ALL users until it is set to On.
After you've perfected the look and feel for Theme 2 (details on subsequent pages of guide), and prepared employees and end-users alike, simply switch the deployment for Theme 2 to On instead of Controlled Deployment. Please note that only one look and feel can be set to On at any given time; switching Theme 2 to On will set Theme 1 to Off automatically.
Configuring the Look and Feel of Theme 2
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