04 Feb 2014

TrustWorks: Update Passwords and Adjust User Rights Regularly to Prevent Unauthorized Access

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Compliance Tip:

Update Passwords and Adjust User Rights Regularly to Prevent Unauthorized Access in TrustWorks

Keep Information and Funds Safe and Secure

Banking and data security has been in the forefront of the Chapter 7 community since last week’s EOUST communication about email hacking was circulated. In order to help you maintain strong levels of internal controls, we have put together a list for you to follow to safeguard the sensitive information from unauthorized access.

How to assign each TrustWorks user their own specific rights.

In TrustWorks, you have the ability to assign different rights and banking privileges to each user. This would apply to specific functions such as making deposits, printing checks, requesting interim statements and authorizing outgoing wire requests.

TrustWork users can adjust these privileges by following the steps below.

  1. From the TrustWorks Homepage go to File>Security.BBP1
  2. Next, the Security Information page will open up. Click on the User List tab to select the employee to review and adjust the Banking Privileges for the selected user under Banking.When denoting access to employees make sure to note the level of access you want them to have. Below is a guideline of TrustWorks access:
    •  Delete: Is the highest level of access. The ability to delete allows a user to do any function within a record.
    •  View: Is the lowest level of access. In this function you only have the ability to view a record.
    •  Change: You have the ability to amend records.
    •  Add: You have the ability to make additions.
  3. Review each of the operations and click Save to complete.

Quarterly reviews will help to ensure that each employee has the correct level of access to perform the banking procedures set by the fiduciary. If you have any questions about setting up banking privileges for your employees, please contact the BMS Banking Center via email or call 800-634-7734 ext. 8.