Employee Account Security (2)

Screen ID:

Screen Title:

Panel Number:

UACSEC02

Employee Account Security

1611

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Access this screen by entering an account number or selecting "All member accounts" on the first employee security screen.

This second screen is used to control the access this employee has to this member account (or to all member accounts, if that option was selected on the previous screen). Answer all questions and use Enter to save the changes and return to the previous screen.

Remember that if changes are made here (which creates record in the ACTSEC account security file), these settings will always override any settings in the Employee Type code, if any, on this member's account for this employee.

If you need to reset security on an individual account so that it goes back to the default settings for the Employee Type code on the membership account, access this screen and use Delete (F4) to clear the override record.

Field Descriptions

Field Name	Description
Allow account inquiry	Check this flag if this employee should be allowed to access this membership via the Inquiry (F1) and Phone Operator (F2) feature. EXCEPTION: This does NOT apply to the Phone Inq (P) Process Code on the initial Teller Posting screen, since the teller system is a posting program. (Instead of using the process code, we recommend a teller working in that screen simply use the CUBASE Time-Out window to perform a quick account inquiry on his or her own account.) IMPORTANT: In order for this control to work properly, your credit union must require an employee ID and password every time Inquiry and Phone Inquiry are used. Contact a CUBASE client service representative to activate this security feature. This also impacts the following: Tool #70: Enter General Member Comments/Messages or when adding an account comment Tool #918: Update Trans Desc & IRA/HSA Post Codes If All member accounts was selected on the previous screen, this flag will control inquiry access to all memberships.
Allow account maintenance	Check this box to allow this employee access to the following update programs. Leave the flag unchecked to deny this access. This applied to the following tools: Tool #12: Update/Order Online Credit Cards Tool #15: Update Membership Information Tool #20: Update Account Information Tool #50: Disburse Member Loan Funds Tool #51: Miscellaneous Loan Maintenance Tool #70: Enter General Member Comments/Messages Tool #568: Online Credit Card Orders Inquiry Tool #813: Member Skip-Pay Program Opt-in Tool #883: Update ARU/Online Banking Transfer Ctrl Tool #884: Update Auto Transfer Information Tool #888: Update Closed Membership Information Tool #890: Update Email Addresses Tool #896: Update IRA Balance Information Tool #897: Update IRA Beneficiary Information Tool #898: Update IRA Payout Information Tool #899: Update IRS Tax Information Tool #900: Update Loan Classification Code on Acct Tool #902: Update Membership/Account Reason Codes Tool #903: Update Misc. Secured Funds Information Tool #904: Update Mortgage Statement History Tool #906: Update NSF Stats / Reg DD Fees Tool #908: Update Overdraft Protection Tool #913: Update Savings Bond Information Tool #918: Update Trans Desc & IRA/HSA Post Codes Tool #995: Work With Member Payroll Detail Tool #969: Work With ACH Members/Companies Tool #985: Update NSF Stats / Reg DD Fees PIN speed sequence Close Accounts, Memberships If All member accounts was selected on the previous screen, this flag will control maintenance access to all memberships.
Allow posting to account	Use this flag to control this employee;'s access to this account in the following posting systems: Teller Posting Tool #1600 Xpress Teller Process Code “P” (Phone) from the initial Teller Posting screen (Allow account inquiry must also be checked) Transfer (F13) from the initial Teller Posting screen Tool #516: Member Transfers Tool #492: Member Account Adjustment (Full) Tool #14: Member Personal Banker Tool #30: Member Account Adjustment (Coded) Posting processes within Phone Operator (F2) (Transfers, Miscellaneous Receipts, Stop Payments, and Checks) Tool #869: Transaction Reversal Tool #585: Perform Transaction Override Close Certificates (Redeem Certificate) Tool 341: Direct Mail Posting If All member accounts was selected on the previous screen, this flag will control posting access to all memberships.