Once logged in to Beastro, Users are directed to the Home screen. The top and left-side navigation options remain static throughout all Beastro pages.
Features numbered above are visible on all pages within Beastro. Refer to the table below:
Number | Title | Description |
1 | Account Identification | Credit union name and account number are displayed Child accounts (typically related to mergers) are accessible with the dropdown |
2 | Menu Icon | Expand or collapse the menu icon to view or remove full module titles |
3 | Module Icons | Clicking icons navigates to specific modules |
4 | Module Title | Identifies the module the user has accessed |
5 | FI Lookup, Notification/Alert Count, Feature Suggestion, Help | Routing number lookup, new notification/alert count, link to Beastro Feature Suggestion form, Knowledgebase |
6 | User Profile & Logout | User maintenance of security profile and subscriptions; logout |
7 | System Date | The month, day, and year the system is processing activity |
8 | Notifications & Alerts (Home Page Only) | Important messages related to updates, modules, etc. - alerts require acknowledgement by a User |
9 | Module Scenario Counts (Home Page Only) | Reflect the number of items related to the indicated scenario within a module - clicking the hyperlinked title opens the module related to the scenario |
Left-side navigation icons are utilized to access modules within Beastro. Icons are only visible and accessible to Users that have corresponding privileges related to each specific module.
Module icons do not display descriptions as a default; however, Users may click the menu icon to view the module descriptions. Light blue surrounding a module icon indicates it is currently selected.
Hover over an icon to view its title.
Access Action Items by selecting an icon at upper right corner.
Action Items include:
- FI Lookup - Financial institution lookup; identify financial institutions that accept funds transfers and settlement through the Federal Reserve Bank
- Notification/Alert Count - Indicates the number of new notifications and alerts for the User, Alerts will always default to the top of the list and require acknowledgement by the User
- Feature Suggestion - Links to a form where members may request future Beastro feature suggestions and enhancements
- Help - Knowledgebase; comprehensive documentation that is based on the page, and is searchable for other articles and resources
Navigate to previous screens with the internet browser's back button. Additionally, some screens offer a "Back To..." hyperlink under module tabs:
Module Overview
Users may navigate to a module for which they have corresponding privileges by clicking the desired module icon. Brief descriptions of the modules are listed below:
Module Icon | Module Title | Module Description |
![]() | Home | Important messages and notifications related to a User's privileges |
![]() | Accounts | Overview of accounts, transactions (current and future-dated), and cash letter deposits |
![]() | Corporate Checking | View cleared drafts, draft exceptions, and request stop payments, adjustments, and returns |
![]() | Money Movement | Perform internal account transfers, member-to-member transfers, enter outbound wire transfers and view incoming wires |
![]() | Investments | View list of existing and request new standby letters of credit |
![]() | Corporate Cash | Place and view cash orders and cash deposits (when required by armored carrier) |
![]() | Documents | Review monthly statements and service summaries |
![]() | Member Details | Institution overview including site/branch maintenance, contact maintenance, and IP address maintenance |
User Security Profile Management
Users may manage their security profile and email notification subscriptions from within their profile. Users navigate to their profile by clicking their initials in the uppermost far right corner and then selecting the Manage Your Profile button.
Changing Passwords, Security Codes, Security Keys (Self Service)
Clicking the Change My Security Profile button allows Users to update security information - password, security code, and/or security key.
Users will be redirected to a screen to complete the following steps:
- Provide current password
- Authenticate security key
- Check the box of any security item to change - multiple boxes may be checked
- Click Continue
- The system will walk the User through updating the selected security items
- Upon completion user is notified changes were successfully applied
- Click Continue
- User is navigated back to the My Profile screen
Notification Subscriptions
Users may enroll themselves to receive email or home screen dashboard notifications related to various modules within Beastro. They may also cancel a subscription for a notification that should no longer be received. Notifications may be reflected on dashboards on the User's home screen, or may be sent to the email address reflected in the User's profile. Users must contact their credit union's User Administrator to update an incorrect email address.
- From the Profile screen, review the options on the Subscription card
- Click the Subscribed toggle to switch it to Yes or No to enroll in desired subscription notifications
- Click Save Changes