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Role Permissions
This is a list of the Role Permissions that can be assigned to a Role and what the permissions do. Navigation: The Roles page is found by using the F3 Search shortcut, or by going from the Management section of the left hand navigational panel to ...
Change Suffix Training Outline
Change Suffix Training Outline Definition: If an account needs to change a type, the system has a function that will assist in this process. For example, if a member initially signed up for a basic free checking, but now qualifies for an interest ...
Check Number Maintenance Setup Training Outline
Check Number Maintenance Setup Training Outline Definition: For each printer that is set up within the system, a check number must be configured. This menu option will allow for the check number to be designated. The checks printed in relation to the ...
Check Pay Setup Training Outline
Check Pay Limit Setup Training Outline Definition: Check Pay limits are set up as overdraft/courtesy pay limits linked to a checking/draft account within the system. There are different levels available and the table is customizable for each credit ...
Closed Accounts Training Outline
Close Accounts Training Outline Definition: If a member is closing a sub-share, the account will remain open and the member will continue to have services. However, if they are closing the entire membership, each individual sub-share must be closed ...