About Security Officers

The assignment of users and their access rights is controlled by an organization's Security Officer(s). Security Officers are designated employees who can assign access rights and authorize functions. The Security Officer can also add, modify and delete users.

Creating Security Officers During the Account Application Process

During the account application process, the owner of the account (the account applicant; who is automatically assigned the role of Security Officer) can select additional Security Officers, then assign each Security Officer access rights to the various functions in Portal. Only Organization client type accounts can create security officers.

If you need an additional layer of security, you can require that any changes made by one Security Officer be approved by one or two other Security Officers. You can set the number these Security Officer approvals during the application process. Any Security Officer can function as a Security Officer approver.

Adding and Deleting Security Officers

To add Security Officers after your account is open, you can add a new user to your account and designate that user as a Security Officer, designate an existing user as a Security Officer (on the Settings > Account Settings > User & Access Rights page), or send a request to us. You can access the request form on the Help > Support Center > Paper Forms page of Portal.

You can delete Security Officers from your account on the Settings > Account Settings > User Access & Rights page of Portal, but only if such removal does not change the number of required Security Officer approvals set in your account application. For example, if your account currently has three security Officers but requires only two, you can delete one of them from within Portal. If your account currently has two Security Officers and requires two, you cannot delete one.

Security Officers and Portal

Once you have designated a Security Officer for your account, that person will have access rights to the Portal functions that were assigned during the account application process. The Security Officer is the only person who can view and access the following security-related functions in Portal:

• Settings > Account Settings > User Access & Rights - View account-level access rights for an account and set the number of Primary and Secondary Authorizers for Portal, including funding. This function is available only to institutional accounts.
• You can also add, delete and modify users and assign access rights to Portal functions. Note that individual accounts (Individual, Joint, Trust, etc. client types) also have access to this page.