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User Administration consists of creating contacts. User Administrators can then grant contacts access to the Beastro portal and assign privileges and monetary limits to those Users. These actions are initiated in the Member Detail module. Articles that walk User Administrators through creating contacts and access requests are linked below.
- Contacts - Contacts must be added before an access request may be initiated
- Access Requests - Access requests assign logins, privileges, and monetary limits to the Beastro portal
Once a contact is created they must be provided access to the Beastro portal to receive login information. Users must be able to login to the Beastro portal to view statements, review accounts, and initiate transactions.
User Administration is established under the following roles:
Authorized Signers are established in the system by the corporate credit union based on the credit union's agreement with the corporate credit union. Authorized Signers establish, add, and modify User Administrators, as well as set their privileges and levels of authority. Authorized Signers may also act as User Administrators or Users of the system; however, they are the only individuals that can establish and remove User Administrators (under dual control).
User Administrators are given the authority to act on behalf of the credit union consistent with the privileges and levels of authority designated by the Authorized Signer. User Administrators establish, add, and modify Users in the system. User Administrators may also be Users of the system, but they are responsible for administering Users (under dual control).
Users are assigned transactional and monetary authority appropriate for their job function as determined by the credit union and by the User Administrator.