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CU PolicyPro Frequently Asked Questions

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How can I add new users?
Any admin user can add additional users, including other admins.  To add...    [Read More]
How many users are we allowed, and can we have more than one Admin?
Each credit union is allowed up to 50 users. These can be individually named...    [Read More]
How would I give access to our Board?
Many credit unions either give the board "employee" level access,...    [Read More]
I am an admin level user, but I can't change my own access level. Why not?
The only thing you can’t do as an admin in the system is to change your...    [Read More]
Is there any warning if two people are editing the same policy at the same time?
While this is rare, there is nothing that alerts or prevents two users from...    [Read More]
Our credit union name has changed. What do we need to do?
If your credit union name has changed, please send an email to policysupport@cusolutionsgroup.com...    [Read More]
We have several CU PolicyPro users but only two of us are receiving the monthly newsletter. Why is that and how can we get all of our users on the distribution list?
When a new CU PolicyPro implementation is set up, the primary admin is added...    [Read More]
What do I do if I’ve forgotten my password or my login does not work?
There is a “forgotten password” link on the login page of CU PolicyPro. Enter...    [Read More]
What is the Primary Admin?
The “Primary Admin” is not really an access level per se, but a...    [Read More]
What resources are available to help me learn to use my manual?
We have multiple resources to help you get the most from your manual. ...    [Read More]