Access Requests

Access requests are required to enable portal access for a contact. Portal access gives individual contacts the ability to login to the Beastro platform to view account information, access statements and service summaries, and utilize the corporate's services. Access requests must be completed by two User Administrators with dual control. 

The access requests area is visible by specific permissions. Here, User Administrators may enable, maintain, or disable Beastro portal access for Users.

The Access Requests card indicates the total number of access requests based on the filtering options selected. It is displayed as a table and features options for filtering and sorting. Click the arrow next to the column header to sort the column. Search within a column by typing information into the Search box located just under the column header, or by utilizing the column dropdown, if available. To clear filters, click the x located in the search box, or click the Clear filters option at the top right side of the card.

The contents of the dropdown box are listed below:

Users may select the number of Rows per page to view on the card. If there are multiple pages of access requests, Users may navigate through pages with the first, previous, next, and last buttons.

Portal Access

To request portal access for a contact, a User Administrator must initiate an access request. To access the portal, Users must have a valid IP address on file. Refer to the IP Addresses article for more information on reviewing and maintaining your credit union's IP addresses.

Portal Access Request 

1. Navigate to Member Details
2. Select the Contacts tab
3. Search for and select the user
4. On Personal Information card, click Create Access Request
5. Change Portal Access dropdown to Enabled
6. Select appropriate Assigned Roles and Monetary Limits
   1. Click toggle to Yes to assign desired roles
   2. Monetary Limits toggles are defaulted to include a Limit 
      1. $0.00- assigns a user a limit of zero, effectively rendering the user to view only within the corresponding privilege
7. If necessary, provide Request Notes for second User Administrator
8. Click Create  

Portal Access Dual Control

Completed by a second User Administrator:

1. Navigate to Member Details
2. Select Access Requests tab
3. Identify request awaiting approval indicated by a Pending Approval Request Status 
4. Click AR # (Access Request Number) hyperlink for the individual to be approved
5. Review request for accuracy
   1. If any changes are required, update necessary Personal Information, Assigned Roles, Monetary Limits
   2. Request Notes may be included, if desired
   3. Click Save Changes
   4. If changes were made, a different User Administrator must now approve the Access Request
6. Click Approve or Reject to complete request
   1. Rejected requests require a reject reason
      1. Click Reject
         

Once portal access has been approved, invited Users will receive an email invitation prompting enrollment completion. Enrollment invitations remain active for seven days. The invitation expiration date is displayed at the bottom of the access request detail.

Resending Portal Invitation

If a User is unable to locate the email invitation, a User Administrator may resend it.

1. Navigate to Member Details
2. Select Access Requests tab
3. Search for and click on the user needing a resent invitation
   1. It may be helpful to filter the Portal Access dropdown to Invited
4. Click AR # hyperlink for user
5. Click Resend Invite

Canceling Portal Invitation

If it is determined that a User should not have been invited to access the Beastro portal, the invitation may be cancelled.

1. Navigate to Member Details
2. Select Access Requests tab
3. Search for and click on the user needing a resent invitation
   1. It may be helpful to filter the Portal Access dropdown to Invited
4. Click AR # hyperlink for user
5. Click Cancel Invite