Contacts

A contact is an individual or group that may interact with the corporate on behalf of your credit union. A contact is unable to login to Beastro to access account information. To have the ability to view specific modules within the Beastro platform, contacts must have portal access enabled through an Access Request.

The contacts area is visible only with User Administrator permissions. User Administrators may add, maintain, or inactivate both Beastro contacts and Users with portal access.

The Contacts card indicates the total number of contacts. 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. The orange arrow indicates which column is currently sorting the information. 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. Sort the list to show Users by specific privilege by selecting a Role from the Role dropdown. Additionally, utilize the Type dropdown to sort by Authorized Signer.

The contents of the dropdown boxes are listed below:

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

Create New Contacts

User Administrators may create new contacts by clicking Create New in the upper right corner of the contacts card, and then selecting Group or Person.

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.

Create Group 

To create a group, click the Create New button on the upper right-hand corner of the Contacts card. Enter the Group Name and Email fields. The Phone and Extension fields are optional. Click Create when the complete, or click Cancel to stop the group contact creation. User Administrators may select subscriptions that the group should receive via email.

Create Contact

To create 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

Remove Contacts

To remove a contact, the contact must be designated Inactive. An inactive contact is retained in Beastro through the end of the business day when the inactivation occurred. At the end of business day processing, the contact is purged from the platform.

To change a contact to Inactive, User Administrators must:

1. Navigate to Member Details
2. Select the Contacts tab
3. Search for and select the contact
4. In the Personal Information card, click Access Request
5. Change Status to Inactive
6. Change Portal Access to Disabled
7. Click Save Changes

If a contact is inactivated in error, simply change the status back to Active within the same business day.

Maintain Contacts

A User Administrator may update any contact information contained on the Personal Information card. 

1. Navigate to Member Details
2. Select the Contacts tab
3. Search for and select the contact
4. Click Access Request
5. Update the three information cards as necessary
   1. Personal Information- update the appropriate fields
      1. First name, Last name, Title, Email, Phone, Extension
   2. Assigned Roles - click the toggleto yes to add a role to a user, or no to remove a role to a user
      1. Roles assigned to a user determine which modules and tabs the user is able to access
         1. A full description of each role is visible on the Roles tab
   3. Monetary Limits- update the field with the appropriate limit for the user
      1. Monetary limits relate to roles selected
      2. To create a de facto "view only" option, leave the monetary limit at $0.00, otherwise indicate an appropriate limit that allows the user to conduct actions appropriately
   4. Subscriptions- assign any subscription notifications that are appropriate to the user and their role
      1. The subscription description will indicate if the notification is received in Beastro, via email, or both
6. Provide notes, if necessary
7. Click Save Changes
8. The request will be assigned an Access Request Number

A second User Administrator will need to approve the corresponding Access Request for changes to take effect.

Reset Password

There are two ways to reset the password for a contact that has portal access. The User Administrator has the ability to reset a password to immediately invalidate all active sessions for the User in cases of fraud on a User's account, or inactivation of a User's account. All Users have the ability to reset their own password if it has been forgotten by using the self service option accessed by clicking Forgot your password on the Beastro login screen.

User Administrator Password Reset

1. Navigate to Member Details
2. Select the Contacts tab
3. Search for and select the contact
4. Click the Reset Password button at the bottom of the page
5. Click Reset Password in the pop-up
6. The User will need to follow the self service steps listed below to update the password

User Password Reset (Self Service)

Users may also reset their own password.

1. From the login screen, click Forgot your password
2. Enter email address
3. Click Send verification code
   1. Verification code is sent to email address on file
4. Type or copy/paste code into Verification Code
5. Click Verify Code
6. Click Continue
7. Create and Confirm new password
8. Click Continue
9. Click Authenticate
10. Touch security key
11. Enter security key PIN
12. Touch security key

Reset Security Key

A User may need to have a security key reset if the PIN is forgotten, if it is lost, or if it is reassigned from a prior User. User Administrators have the ability to initiate security key resets.

1. Navigate to Member Details
2. Select the Contacts tab
3. Search for and select the contact
4. Click the Reset Security Key button at the bottom of the page
5. Click Reset Security Key in the pop-up
6. User will be prompted to re-register the security key at the next login

If a security key needs to be cleared of all credentials, the User must complete the following steps in Windows:

1. In Windows Search bar, type Sign-in Options
2. Click Security Key
3. Click Manage
4. Follow on-screen directions
   1. Touch security key
5. Under Reset Security Key click Reset
6. Click Proceed
7. Unplug security key
8. Follow on-screen directions to plug in the security key
9. Touch security key twice within ten seconds
10. Click Done
11. User will be prompted to create a PIN for and re-register the security key at the next login