Let CU PolicyPro help you prepare for 2022
Published by: Christy Clark
December 1, 2021 | Compliance
CU PolicyPro has all the policy updates you need today to start planning for tomorrow. Here are four things you can do in CU PolicyPro today to ensure you’re ready to hit the ground running for compliance in 2022.
1. Log in. Take a few minutes to log in, especially if it’s been a while since you have visited CU PolicyPro. Each credit union has a unique URL to access CU PolicyPro. If you have trouble locating your URL, you can use the client lookup utility. If you have any difficulty logging in, contact firstname.lastname@example.org for assistance.
2. Add Staff. Admin-level users can set up additional users such as other credit union staff members, members of your board of directors, legal counsel, examiners, etc. You can choose from various levels of access, from Limited-level read-only access to full Admin-level access. If there are other members on your Compliance or Policy team, be sure they have access and know this resource is available. The Managing Users Quick Guide and the Admin Level Training video can help you create users and set appropriate access. Both are found in the Support area of CU PolicyPro.
3. Get Trained. CU PolicyPro is intuitive and easy to use; however, as with any system, simple training can go a long way to help you learn the easiest and most efficient ways to use the system. Log in to CU PolicyPro and visit the Support area for information on getting started, Quick Guides, and in-depth video training for all system areas.
4. Ask Questions. Need help getting started? Need more information on user access levels or how to publish your manual? CU PolicyPro has a full suite of Frequently Asked Questions on the support site ranging from Editing and Formatting Policies to Printing, User Management, and more. Log in to CU PolicyPro and click on the Support link to view our FAQs!
Still not finding the answers you need? Contact support staff at email@example.com or the League’s Member Outreach Manager, Christy Clark.