Roles

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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 NameRole DescriptionRelated ModuleRelated Service
Accounts View OnlyAllows User access to view details on Accounts and TransactionsAccounts
Account Transfer AuthorityAllows User to transfer between internal share and loan accounts onlyMoney Movement

Account Transfer Authority Share OnlyAllows User to transfer between internal share-to-share accounts onlyMoney Movement
ACH Settings ManagerAllows ability to administer ACH Solutions settings
Money MovementACH
ACH Solutions AuthorityAllows User to create and maintain ACH transactions
Money MovementACH
ACH Solutions Document Viewer
Allows the User the ability to view ACH Documents
Money MovementACH
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 MovementACH
Audit View OnlyAllows User to view contacts and Users as well as generating User reportsMember Details
Corporate Cash AuthorityAccess to create and maintain Cash Delivery orders and deposits
Corporate CashCorporate Cash
Corporate Cash View Only
Allows User to view Corporate Cash Orders and Deposits

Corporate CashCorporate Cash
Corporate Certificate Request AuthorityAccess to the Corporate Certificates to view offers and create  / maintain requests to purchase
Investments
Corporate Checking AuthorityAllows User full access to Corporate Checking and functions within Corporate CheckingCorporate CheckingCorporate Checking
Corporate Checking View OnlyAllows User to view Corporate Drafts and Stop Requests Corporate CheckingCorporate Checking
Document ViewerGrants User access to monthly Account Statements and Service Summary Documents
Investments View OnlyAllows User to view letters of credit, and corporate certificate offers and requests
Investments
Member Drafts View OnlyAllows User to view draft clearing details and images in the Corporate Checking module Corporate CheckingItem Processing
Member Profile View OnlyAllows view only access to credit union Member Profile InformationMember Details
Member Transfer AuthorityAllows User to initiate and/or verify transferring funds to another corporate credit union MemberMoney Movement
Security AdministratorAllows User to maintain and/or approve IP Addresses for the credit union MemberMember Details
Security Safekeeping Read Only
Access to view safekeeping security summary and transaction details
InvestmentsSecurity Safekeeping
Transfer View OnlyAllows access to view account-to-account and member-to-member transfersMoney Movement
User AdministratorFull access to administer and/or approve users of the platformMember Details
Wire AuthorityAllows User full access to initiate and/or approve domestic wires and pre-authorized wire templatesMoney MovementWire - 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 AuthorityAllows the User to approve international outgoing wires
Money MovementWire - International
Wire International View Only
Allows view access to international inbound and outbound wires, and wire templates
Money MovementWire - International
Wire Verify AuthorityAllows the User to approve domestic outgoing wires onlyMoney MovementWire - Domestic
Wire View OnlyAllows view access to domestic inbound and outbound wires and wire templatesMoney MovementWire - Domestic