Please send an email to 360support@infosight360.com to notify us of the name change and if your email has changed so we can ensure you receive information and updates related to CU PolicyPro and RecoveryPro.

1. For email address changes, you will need to go into your account profile and update your own email address (in the Administration area, click the “My Account” link in the upper right corner of the screen). If you do not have access to the Administration area, any Admin-level user can update your email address for you or our support team will be happy to help. We do not update email address information unless specifically requested to do so as this will affect the user’s log in information.
    
2. Any previously published documents will still have your old credit union name on them. The published documents are point-in-time, so there isn’t any way to update this. You will have to republish in order to see the new credit union name.
    
3. Review the Key Fields and update the [CUname] Key Field, if applicable.
    
4. If you have the credit union name as text in your customized policies (and not as a Key Field), you can use the search bar in the Administration area to see which sections include the credit union name and update accordingly.

Yes, there is a processed called "publishing" which allows you to select any (or all)content from CU PolicyPro or RecoveryPro to be published into a printable document. Published documents can be downloaded to PDF (or Word) and stored externally from the site. Published documents can also be assigned to one or more Roles or to "Any Logged in CU PolicyPro/RecoveryPro User" which limits which users can see the document.

Please note that publishing is a point-in-time process, so once published the document content will not change. If your customized content is updated after being published, you will need to re-publish the document in order to see the changes.

Review the user guides for detailed instructions on publishing content.

Yes, many credit unions use CU PolicyPro to manage their procedures.

The CU Policies area has the flexibility to organize content in hierarchical tiers, such as chapter, policy, and procedure. This allows for a more organized and structured approach to managing your content. The “Content Label” field allows you to specify the content type contained in each section (for instance Policy, Procedure, Appendix, etc)

 The most common way of of incorporating procedures is to include them as a sub-section(s) under the overarching policy.

Alternate suggestions for adding procedures:

1. Upload procedure documents to the “Resources” folder of the Files management system.  
    
2. Create a new chapter for sets of procedures.
    

There are a few instances where a password change is required:

• As a security measure, passwords are required to change every 90 days.
• When our support team creates a new user or resets a password for an existing user, a temporary password is used and the user will be required to change the password on the next login.
• If the “Forgotten Password” function is utilized, the system will ask the user to change their password on the next login.

If the system is asking you to change your password outside of these reasons, please contact 360support@infosight360.com.

CU PolicyPro model policy content includes a series of Key Fields to assist with the customization of the model policies. The bracketed text is a Key Fields, which is a bit of information needed to complete the customization of the content. An example of a key field would the name of the credit union, or the maximum amount allowable in a teller’s drawer.