Credit Union Administrators

What is a credit union administrator?
A Credit Union Administrator or Training Approver is someone in charge of monitoring training. Rights can be established that allow the Administrator to view student transcript activity, as well as current work in progress. Administrators also have access to the LMS functionality included in their membership.

As an Administrator, you will be included in our e-mail update group. Types of communications you will receive include: a) new modules/exams available online; b) revised modules/exams available online; c) tips and tricks; d) system maintenance; e) any information that is pertinent to our online training program.

How are administrator rights established?
After you have self-registered, e-mail us at CPDOnline@cuna.com requesting your rights be established; please include your full name, title, and contact info. You will be notified when your access is available. To obtain step-by-step instructions for the Administrator functions, click the link below.

Step-by-Step Instructions for Administrators [PDF]

How many Administrators can we have?
At this point there is no limit to the number of Administrators allowed for a credit union. Keep in mind Administrators will have access to all students’ grades and these rights should be limited to those who would normally have access to this data. You may request a Generic Administrator be created for your organization. By doing so, assigned staff from your training department may use this one unique login for the high-level administrative applications, keeping everything under one profile (highly recommended).

As an Administrator, how do I view a transcript for an individual?
Click Manager Mode, from the Getting Started box, click Select Another User or Workgroup. This will display all students at your Credit Union that have CUNA-related activity. Enter the students name in the Search box and click Go. Next click the radio button next to name and click Okay. Now from the Getting Started box - Click View Users Training Transcript. There is a Printable Transcript link over to the right. You may print either the HTML or Printable version.

As an administrator, how do I view a Global Transcript for the entire credit union?
Click Administrator Mode (hammer icon). Click Learn from the black toolbar across your screen, then Global Transcript Report. Select your desired parameters, and click See Report. Parameters include: courses and/or certificates, paper-based and/or online activity, date range, and program.

As an Administrator, do we need to load our students into CPDOnline?
In general most staff self-register. If the Administrator prefers to register staff, they will need to register as each individual and supply answers to the security questions: birth month/day, favorite color, home town. Instruct staff to update this info when they login.

Can a student be deleted or inactivated from the database?
As the Administrator, you may change a Learner’s status to Disabled or Inactive. To have staff permanently removed, please forward your list to CPDOnline@cuna.com. A statement is required that reflects the staff are not employed at your credit union, nor do they serve on the board in any capacity.

For more information Contact Us!

800.356.9655 x4072
CPDOnline@cuna.com