The Beastro User security model uses roles to assign permissions sets. For User Administration, categorize Users by job function and security role and grant access based on roles. The User Administrator can add or remove roles for a User through an Access Request.
Permissions are defined by the corporate credit union User Administrator and assigned to roles. In this example, The Accounts View Only Role has three Permission sets View Accounts, View Account Transactions, and View Cash Letter Deposit Detail.
User Administrators must assign roles to Users that have access to Beastro. Roles related to some services, such as cash ordering, are only displayed when the credit union participates in the service. User roles and role sub-sets are defined as follows:
Role Name | Role Description | Related Module | Related Service |
Accounts View Only | Allows User access to view details on Accounts and Transactions | Accounts | |
Account Transfer Authority | Allows User to transfer between internal share and loan accounts only | Money Movement | |
Account Transfer Authority Share Only | Allows User to transfer between internal share-to-share accounts only | Money Movement | |
ACH Settings Manager | Allows ability to administer ACH Solutions settings | Money Movement | ACH |
ACH Solutions Authority | Allows User to create and maintain ACH transactions | Money Movement | ACH |
ACH Solutions Document Viewer | Allows the User the ability to view ACH Documents | Money Movement | ACH |
ACH Solutions Risk Authority | Allows the User the ability to manage ACH Company Origination Limits | Money Movement | ACH |
ACH Solutions View Only | Allows User to view ACH information | Money Movement | ACH |
Audit View Only | Allows User to view contacts and Users as well as generating User reports | Member Details | |
Corporate Cash Authority | Access to create and maintain Cash Delivery orders and deposits | Corporate Cash | Corporate Cash |
Corporate Cash View Only | Allows User to view Corporate Cash Orders and Deposits | Corporate Cash | Corporate Cash |
Corporate Certificate Request Authority | Access to the Corporate Certificates to view offers and create / maintain requests to purchase | Investments | |
Corporate Checking Authority | Allows User full access to Corporate Checking and functions within Corporate Checking | Corporate Checking | Corporate Checking |
Corporate Checking View Only | Allows User to view Corporate Drafts and Stop Requests | Corporate Checking | Corporate Checking |
Document Viewer | Grants User access to monthly Account Statements and Service Summary | Documents | |
Investments View Only | Allows User to view letters of credit, and corporate certificate offers and requests | Investments | |
Member Drafts View Only | Allows User to view draft clearing details and images in the Corporate Checking module | Corporate Checking | Item Processing |
Member Profile View Only | Allows view only access to credit union Member Profile Information | Member Details | |
Member Transfer Authority | Allows User to initiate and/or verify transferring funds to another corporate credit union Member | Money Movement | |
Security Administrator | Allows User to maintain and/or approve IP Addresses for the credit union Member | Member Details | |
Security Safekeeping Read Only | Access to view safekeeping security summary and transaction details | Investments | Security Safekeeping |
Transfer View Only | Allows access to view account-to-account and member-to-member transfers | Money Movement | |
User Administrator | Full access to administer and/or approve users of the platform | Member Details | |
Wire Authority | Allows User full access to initiate and/or approve domestic wires and pre-authorized wire templates | Money Movement | Wire - Domestic |
Wire Initiate With Template Only | Restricts User to only create a domestic wire with a template | Money Movement | Wire - Domestic |
Wire International Authority | Allows User full access to initiate international wires and pre-authorized wire templates | Money Movement | Wire - International |
Wire International Verify Authority | Allows the User to approve international outgoing wires | Money Movement | Wire - International |
Wire International View Only | Allows view access to international inbound and outbound wires, and wire templates | Money Movement | Wire - International |
Wire Verify Authority | Allows the User to approve domestic outgoing wires only | Money Movement | Wire - Domestic |
Wire View Only | Allows view access to domestic inbound and outbound wires and wire templates | Money Movement | Wire - Domestic |