Quick Start

Welcome to Beastro! This Quick Start guide is designed to equip users with the skills and knowledge necessary to successfully access the application and navigate through commonly used functions.

Accessing Beastro

Navigate to https://beastro.corporatecu.com/. Users may have multiple instances of Beastro running at a given time.     

Logging In

Once the verification code is received, the User will type or copy/paste it into the Verification Code box and click Verify code. If necessary, the User may elect to Send new code. Any new codes requested would be sent to the email address on file for the User.

Once the code has been verified, the User may click Continue to proceed with the registration process.

After a User has completed the first-time login registration, subsequent logins will require entry of the User's email address and the password created during registration.

If an incorrect email address or password is entered, the User will receive the following message: "Invalid username or password." 

The login solution utilizes a Microsoft-based smart lockout algorithm. Accounts are locked after 5 failed attempts. Lockouts last for one minute and have a sliding duration with subsequent lockouts.  Once locked out, Users may use the Forgot your password option to reset the password.

Password Creation

First-time Users must create a permanent password that follows the parameters listed below:

• Passwords must be between 8 to 64 characters
• Passwords must contain at least 3 of the following 4 categories:
  • Lowercase Letter
  • Uppercase Letter
  • Digit
  • Symbol 
    • Validated symbols include: @ # $ % ^ & ; *  - _ + = [ ] { } | \ / : ' , . ? ` ~ " ( ) !

Security Key/Mobile Device Passkey Registration

First-time Users must register their physical security key or mobile device passkey.

After successful entry of a first-time User's email address and password, the User will be prompted to register their security key. Security key registration is executed through your browser settings and may vary slightly depending on the browser used.

To register a mobile device passkey via Beastro's login process:

1. Click Register
2. In Create a passkey popup, click Use a phone or tablet 
3. Using the camera feature on your phone or tablet, scan the QR code
4. In your device, click the link and follow the steps
   1. Android
      1. Remember this computer box should be checked
      2. Tap Allow
      3. Place your phone close to the computer
      4. Tap Create a Passkey
      5. Tap Use screen lock
      6. Apply your Pin or biometric
   2. Apple
      1. Tap Save a Passkey
      2. Follow the steps to save the Passkey by using your selected security option
5. In Beastro click Continue

The User is logged in to Beastro upon completion of the registration process and the mobile device has now been registered and must be used for login going forward.

To register a physical security key via Beastro's login process: 

1. Insert security key into computer's USB port
2. Click Register
3. In Create a passkey popup, click Windows Hello or external security key 
4. In Security key setup popup, click OK
5. When prompted, touch the security key
6. Create a PIN for the security key
   1. PINs may be 4 to 63 characters in length and may contain letters or numbers
7. Re-enter the PIN to confirm it
8. Click OK
9. Touch the security key to complete registration process

   
   

   The User is logged in to Beastro upon completion of the registration process.

(Once a security key or mobile device passkey has been established, users are prompted to authenticate their identity at each login.)

Security Code Setup

The Security Code is used for over-the-phone identification and is required for additional security related to tasks within some modules.

Upon completion of security key registration, users will be prompted to create a Security Code. A Security Code consists of 1 letter followed by 4 numbers. Click Continue to complete Security Code setup.  

User Agreements

Upon first-time login, users are required to complete Terms and Conditions. Users must review and accept the indicated documents to proceed with accessing the Beastro platform. The I Accept the Terms button may not be clicked until all required documents have been reviewed by the user. Individuals that decline the terms are unable to access Beastro.

Screen Layout & Navigation

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:

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-hand corner. 

Options included are:

• Utility - Financial institution lookup; identify financial institutions that accept funds transfers and settlement through the Federal Reserve Bank
• 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

Contacts 

Individuals or groups at your credit union that may interact with your corporate are created as Contacts. Contacts may or may not be granted access to Beastro. Contacts may be granted portal access to view and transact within Beastro's service-related modules. Contacts may only be added to Beastro by User Administrators. 

User Administrators are assigned in Beastro by your credit union's Authorized Signers.  

Contact only creation does not require dual approval, however, portal access and designation of system privileges and monetary limits must be initiated by one User Administrator and then approved by a second User Administrator.

Group contact enrollment will be available in the near future.

Create Contacts

To add contacts, User Administrators must; 

1. Navigate to Member Details
2. Select the Contacts tab
3. Click Create New dropdown
4. Select Person
5. Provide contact's Personal Information
   1. First name
   2. Last name
   3. Title
   4. Email
   5. Phone
   6. Extension
   7. Status
6. Click Create

Request Portal Access

To request portal access for a contact, dual control is required through an Access Request.

Portal Access Request 

Initiated by a User Administrator:

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
         

Beastro User Enrollment

Contacts that have been approved for Beastro portal access will receive an invitation via the email address on file within the system.

1. Click the link that is directed to the Beastro login screen
2. Click Forgot your password 
3. Follow the steps listed under Logging In for
   1. Password Creation
   2. Security Key Registration
   3. Security Code Setup

User Security Profile Management

Users may update their password, security code, and/or security key by clicking their initials in the uppermost far right-hand corner and then selecting the Manage Your Profile button.

Clicking the Change My Security Profile button allows users to update security information.  

Users will be redirected to a screen to complete the following steps:

1. Provide current password
2. Authenticate security key
3. Check the box of any security item to change - multiple boxes may be checked
4. Click Continue
5. The system will walk the user through updating the selected security items
6. Upon completion user is notified changes were successfully applied
7. Click Continue
8. User is navigated back to the My Profile screen

View Accounts

Check current balances for share accounts, certificate accounts, and loan accounts. Accounts are sorted onto account cards that are specific to each account type.

Additionally, view deposit account balances, future-dated transaction totals, and loan balances at-a-glance with summary cards located at the top of the page.

Sorting and filtering are available on all columns within each account card. 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 header for each column.

Lastly, view closed accounts by clicking the Show Closed Accounts toggle.

Users may select the number of rows to view on each account card:

View Transaction History

View history by a single date or a range of dates.  Transaction history is available in Beastro for at least 13 months.

Users may search a range of dates by clicking the calendar icon, selecting From and To dates on the calendars, and clicking Apply.

Transaction history information may be sorted and filtered on all columns. 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 header for each column. Additionally, users may export transaction history to PDF or XLS by selecting the export icons in the top right-hand corner.

Account Transfers

Users may move funds between share and loan accounts within a membership account by completing the following steps:

1. Navigate to the Money Movement module
2. In the Transfers dropdown, select Account Transfers  
3. Select the transfer type from the Create New dropdown; options include
   1. Share to Share
   2. Share to Loan
   3. Loan to Share
4. Select the appropriate transfer FROM account by clicking the dropdown
   1. After selecting the account, pertinent account information will be displayed in the fields below, examples: current balance, available balance, and available line of credit
5. Select the appropriate transfer TO account by clicking the dropdown
   1. After selecting the account, pertinent account information will be displayed in the lower fields, examples: current balance, available balance
6. Enter the Transfer Amount
7. The Effective Date defaults to the current date if it is before the system cutoff time
   1. After the system cutoff time, the Effective Date defaults to the next available business day
8. Click the Complete button to submit the transfer

View Statements and Service Summaries

Account Statements and Service Summaries are available in the Documents module.

Sorting and filtering are available on all columns within the Documents page. Click the arrow next to the column header to sort the column. Search within the Document Name column by typing information into the Search box located just under the column header.  Filter Document Types by utilizing the dropdown located under the column header.  Lastly, use the date range boxes under Document Date to indicate a specific date range. Click the hyperlink of the document to view, download, or print a PDF version of it.