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 Account Management. Only Organization customer 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 page), or send a request to us. You can access the request form on the Support > Paper Forms page of Account Management.

You can delete Security Officers from your account on the Settings > Access Rights > Users page of Account Management, 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 Account Management. If your account currently has two Security Officers and requires two, you cannot delete one.

Security Officers and Account Management

Once you have designated a Security Officer for your account, that person will have access rights to the Account Management 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 Account Management:

Settings > Access Rights > Configuration - View account-level access rights for an account and set the number of Primary and Secondary Authorizers for Account Management, including funding. This function is available only to institutional accounts.
Settings > Access Rights > Users - Add, delete and modify users and assign access rights to Account Management functions. Note that individual accounts (Individual, Joint, Trust, etc. customer types) also have access to this page.
The Security and Access rights menus in Manage Account, and the Change Email Address function (these rights are preselected in the account application).