Have you logged into CU PolicyPro lately?

Published by: Christy Clark

June 3, 2021 | Compliance

It is hard to believe it has been a month since the launch of the new CU PolicyPro system, a complimentary benefit of your League membership. The platform providers have received great comments and ideas on making CU PolicyPro even more valuable for your credit union. A few enhancements have already been made based on your feedback:

  • Direct links to access the assigned policy from the assignments listing.
  • An active/inactive option to published manuals.
  • A new access level called “Limited” to give credit unions, even more, control over what users can view and access. Users with Limited-level access only see published manuals and resources that they have been provided access to see (those made available to “All Logged In Users” or to a user group to which the person had been assigned). Limited-level users cannot access the model policies, system resources, or support information.

Get answers to other frequently asked questions here or contact League Member Outreach Manager Christy Clark for a personalized demo today.

Contact Christy Clark for questions or assistance.

Christy Clark
Christy Clark Director, Member Success and Communications E: cclark@ohiocul.org
Contact Us

Other Movement News

Government Affairs

A PZC update is a “win, win”

Updating your Project Zip Code (PZC) numbers for events such as Hike the Hill, virtual legislative meetings, and roundtables gives the League vital information when meeting with political leadership. This […]
Regulatory

“Eggs & Regs” bringing credit union leaders together

As the old saying goes, “the best way to a credit union leader’s heart is through their stomach.” Thus, while you look for ways to improve and expand the services, […]
Member Benefits

In-person BSA training coming soon to regional locations

Go ahead. Cross Bank Secrecy Act (BSA) training requirements off your 2022 to-do list. We are collaborating with industry experts at ViClarity to provide two regional in-person trainings coming this […]