Employee Account Security (2)

Screen ID:

Screen Title:

Panel Number:

UACSEC02

Employee Account Security

1611

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 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 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 client service representative to activate this security feature. This also impacts the following: Last Ten accounts on the Xpress Teller entry screen (Tool #1600). Tool #70: Enter General Member Comments/Messages or when adding an account comment Tool #918: Update Trans Desc & IRA/HSA Post Codes. Allow maintenance also required to proceed past the entry screen. Tool #2, Tool #53 and Tool #394 require Allow Inquiry and Allow Maintenance. 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 #2 (requires Allow Inquiry and Allow Maintenance). 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 #53 (requires Allow Inquiry and Allow Maintenance) Tool #394 (requires Allow Inquiry and Allow Maintenance).. Tool #585 Perform Transaction Override Tool #568 Online Credit Card Orders Inquiry Tool #821 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 #989 Work With ACH Members/Companies Tool #985 Update NSF Stats / Reg DD Fees OLBPIN speed sequence ARUPIN speed sequence Close Account/ Memberships (Tool #22) 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 from the initial Teller Posting screen Tool #516 Member Transfers Tool #492 Member Account Adjustment (Full) Tool #30 Member Account Adjustment (Coded) Posting processes within Phone Operator (F2) (Transfers, Miscellaneous Receipts, Stop Payments, and Checks). (Remember that if Allow inquiry is not checked, the entire F2-Phone Operator system will be blocked.) Tool #869 Transaction Reversal Close Certificates (Redeem Certificate) (Tool #22) Tool 341: Direct Mail Posting If All member accounts was selected on the previous screen, this flag will control posting access to all memberships.