| Role Permissions |
What it does |
| Accounts Payable - Invoice Approval |
Allows a user to approve an invoice in the Accounts Payable system |
| Accounts Payable - Single User Processing |
Allows a user to enter an invoice and approve it in the Accounts Payable system |
| ACH Screen - Edit Processing Fee |
Allows a user to edit to fee being charged on a transaction in the ACH Processing screen |
| ACH Screen - Force post to a members account that has restriction codes |
Allow user to post to a member account even if there is a member code on the account preventing ACH transactions |
| Cash Machine - Empty Drawer |
Allow user to help in the process of emptying a cash machine |
| Collections - Assign Member To Queues |
Allow user to assign a member to a collection queue |
| Edoc Package Dialog - Delete Edoc Packages |
Allow user to delete a package from the credit union eDoc server |
| Edoc Package Dialog - Edit Other Users Edoc Packages |
Allow user to edit the eDoc package of another user |
| Edoc Package Dialog - View Restricted Edoc Packages |
Allow user to view the eDoc packages of a restricted user |
| EFT Cards - Can Edit PIN |
For systems where the card pin is stored allow the user to edit the pin on the card record |
| EFT Cards - Can Send Card Maintenance Messages |
Allow user access to the "Card Maintenance" menu on the EFT card dialog where you can do things like "Activate Card", "Reset PIN Attempts", and "Delete Card From Vendor" (IF supported with vendor) |
| EFT Cards - Can Send Skeleton Record |
Allow user to send a skeleton record to a card vendor so the basic card information is in the vendor database. This is usually used for some instant issue vendors |
| EFT Cards - Can Skip Hot Carding |
Allows user to skip sending the hotcarding message to the card vendor when blocking a card |
| EFT Cards - Can View PIN |
For systems where the card pin is stored allow the user to view the pin on the card record |
| EFT Cards - Edit EFT Card Number |
Allow user to change the card number of a member card |
| General - Access Application |
Allow user to access the CUProdigy system REQUIRED TO ACCESS SYSTEM |
| General - Access CUDP Support Cases |
N/A Retired |
| General - Access Restricted Members |
Allows user to access accounts that have been restricted in the User Configuration
|
| General - Can add security to warehoused reports |
Allow user to view and add security rules to the Report Warehouse |
| General - Change Business Date |
Allow user to change the credit union business date for the organization. This will affect posting dates |
| General - Decrypt encrypted fields for reports |
Allow user to run or preview a report that contains a field that has an encrypted field (SSN, card number) decrypted |
| General - Delete Actions |
Allow user to delete actions that have been created |
| General - Enable Temp System Printing |
N/A |
| General - Override Hide Balances on Receipts |
Allow user to override the hiding of the balance on a receipt if your system is set to hide the balance on the receipt |
| General - Pull Entity Credit Report |
Allow user to pull a credit report |
| General - Report Warehouse Edit Group Filters |
Allow user to edit the defined report warehouse group filters |
| General - Report Warehouse Export Reports |
Allow user to export reports from the Report Warehouse |
| General - View exchange calculator menu item in the Help menu |
Allow user to view the Exchange Calculator from the Help menu |
| General - View Warehouse Reports For All Users |
Allows user to view reports in the Report Warehouse that they did not create |
| GL System - Add GL Account |
Allow user to add a G/L account |
| GL System - Allow Journal Adjustment |
Allow user to do journal adjustments in the GL system |
| GL System - Check Register Maintenance |
Allow user to view/edit GL Check register in the GL System |
| GL System - Edit GL Account |
Allow user to edit the details of a G/L account in the GL System |
| GL System - Edit GL Config |
Allow user to edit the G/L configuration in the GL system |
| GL System - Entry on Restricted GL Account |
Allow user to do a journal entry on a restricted G/L account |
| GL System - GL Drill Down |
Allow user to see the posting details of a G/L entry |
| GL System - Post GL Future Period |
Allow user to post G/L entries in a future G/L month |
| GL System - Post GL Prior Period |
Allow user to post G/L entries in a previous G/L month |
| Loan App - Add Loan Account |
Allow user to create a new loan application from the Member Screen or the Loan Application Screen |
| Loan App - Approve All Loans |
Allow user to approve a loan |
| Loan App - Edit Nada Default Value |
Allows a user to check or uncheck the Retail, Trade In, Loan, Rough, and Average checkboxes in the NADA lookup screen |
| Loan App - Edit Pricing Matrix Result |
Allow user to edit the loan pricing matrix result |
| Loan App - Edit Tradelines |
Allow user to edit the trade lines on a loan application |
| Member Screen - 360 View Enabled |
Allows user to use the BIO button that will show to the left of the Account Summary button on the sub account area of the member screen. This allows a person to see all the accounts the person you are helping has. |
| Member Screen - ACH Origination |
Allow user to create an ACH origination for a member |
| Member Screen - Activate Member |
Allow user to activate an inactive member account |
| Member Screen - Add Certificate Account |
Allow user to create a new certificate account for a member |
| Member Screen - Add Custom Account |
Allow user to create a new custom account for a member |
| Member Screen - Add Draft Account |
Allow user to create a new draft account for a member |
| Member Screen - Add Member |
Allow user to create a new member account |
| Member Screen - Add Member with C/O Loans |
Allows a user to create a member account for a person that has a charged off account in the system |
| Member Screen - Add Share Account |
Allow user to create a new share account for a member |
| Member Screen - Allow Transactions on Own Account |
Allow a user to do transactions on their own account |
| Member Screen - Change Account Suffix |
Allow user to change the account suffix (last 2 digits of an account number) for an account |
| Member Screen - Change Member Branch Number |
Allow user to change the branch the member is a assigned to |
| Member Screen - Change Member Number |
Allow user to change the member number of a member |
| Member Screen - Charge Off Account |
Allow user to charge off a member account |
| Member Screen - Close Account |
Allow user to close a member account |
| Member Screen - Close Account To Escheat |
Allow user to close a member account to escheat |
| Member Screen - Close Primary Share W/ Open Accounts |
Allow user to close an account that is marked as a primary share account when there are other accounts still open |
| Member Screen - Defer Loan Payments |
Allow user to defer loan payments for a member |
| Member Screen - Edit Card Buckets |
Allow user to edit the rates on a credit card bucket record |
| Member Screen - Edit Certificate Account |
Allow user to edit a certificate account information |
| Member Screen - Edit Collection Notes |
Allow user to edit collection notes of a member in the Member Screen |
| Member Screen - Edit Custom Account |
Allow user to edit a custom account information |
| Member Screen - Edit Draft Account |
Allow user to edit a draft account information |
| Member Screen - Edit IRA Code |
Allows user to change the contribution/distribution code on an IRA history record |
| Member Screen - Edit Loan Account |
Allow user to edit a certificate account information |
| Member Screen - Edit Loan Fee |
Allow user to edit the loan fee of a member |
| Member Screen - Edit Member |
Allow user to edit member information |
| Member Screen - Edit Member Notes |
Allows user to edit member notes |
| Member Screen - Edit Share Account |
Allow user to edit a share account information |
| Member Screen - Edit/Delete Check Holds |
Allow user to edit or delete check holds for a member |
| Member Screen - Edit/Delete existing Stop Payments |
Allow user to edit or delete stop payments on a member account |
| Member Screen - Exceed IRA Contribution Limit |
Allow user to do a transaction that would exceed to defined IRA contribution limits |
| Member Screen - Exceed Reg D Count |
Allows user to post a transaction that exceeds the Reg D transaction count limit for a member |
| Member Screen - Override Duplicate On Us Check Number |
Allow user to clear the same check number on a member account |
| Member Screen - Post Fee Dialog |
Allow user to post a fee through the Fee option on the account menu in the Member Screen |
| Member Screen - Process Recovery Payment |
Allow user to process a recovery payment on a charged off account |
| Member Screen - Reset Member Home Bank Password |
For credit unions that the home banking password is stored in the core allow a user to reset the home banking password for a member |
| Member Screen - See Member Card Number |
Allow user to see unmasked card number in the Edit Eft Card screen, Live Services Balancing, and the Offline Card Processing page |
| Member Screen - See Member SSN |
Allow user to see unmasked SSN on Member Detail screen and Edit Entity Screen |
| Member Screen - Skip a loan payment even when limit is reached |
Allow user to skip a loan payment for a loan even if they have skipped the number of times they can for a specific loan type |
| Member Screen - Skip Loan Payment |
Allow user to skip a loan payment for a loan |
| Member Screen - Take Account Negative |
Allow user to do a transaction that would take the account negative |
| Member Screen - Transactions On Bad Address Accounts |
Allow user to do a transaction on a member account that has a bad address |
| Member Screen - Update Loan Fee GL |
Allow user to change the G/L a loan fee for a specific account will pay to when it is paid |
| Member Screen - View Collection Notes |
Allow user to view the collection notes of a member from the Member Screen |
| Member Screen - View Member Analysis |
Allow user to view the Member Analysis information of a member |
| Member Screen - View/Edit ACH Distribution |
Allow user to view/edit the ACH distributions for a member |
| Multiple Transaction - Access Templates |
Allows user to access the multiple transaction screen templates |
| Shared Branch - Void Transactions For All Users |
Allow user to void shared branching transactions for other users |
| Special Purchase - Void Sold Inventory |
Allow user to void inventory in the Special Purchases Product Maintenance that has a status of sold |
| Teller Balancing - Balance Another Employee |
Allow user to balance the drawer of another user |
| Teller Balancing - Void Daily Transaction |
Allow user to void a same-day transaction |
