Many credit unions either give the board "employee" level access, or create a unique level of access (usually titled "board"), which will allow them to see the Manager Access folders on the home page. Both "employee" and "board" (if created as described) are considered "read only" access levels - meaning they can see what is posted for them to see, but cannot get into the Policies area to edit the policies.

If a user has "read only" access, in order to see anything meaningful once they have logged in, there must be information posted for them on the home page - this can be a published manual, or other documentation uploaded through the storage area. This would be done either by a full admin or by someone who has been given rights to work in Policies area and/or CU Documents area.

The following segments of New User Training will explain the three specific areas described above.

New User Training :

• Administration
• CU Documents and Resources
• The Publishing Process
   

If you have additional questions, please contact the support team at policysupport@cusolutionsgroup.com.