Credit Card Permissions and Security Groups

To access a member's credit card information, users must be assigned to one of the following pre-defined security groups or you can create your own security groups. You can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permissions	Security Groups
FinancialTxns - Vendor Credit Card, Mortgage & Education Payments	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - Credit Card Information - View Only	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - Credit Card Information - Maintain	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - History - User Can Access Member History	Teller - Basic Teller - Advanced Member Services - User
IntegratedServices - Credit Card Processing - User Can Access Credit Card Information	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices - Credit Card Processing - User Can Order Additional/Replacement Cards	Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Tab – General– View Only	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Tab – General– Maintain	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Tab – CoOwner – View Only	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Tab – CoOwner – Maintain	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Tab – Card Detail – View Only	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Tab – Card Detail – Maintain	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – General - Block Codes – View Only	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – General - Block Codes – Maintain	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Card Details – Card Block Code – View Only	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Card Details – Card Block Code – Maintain	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Button – Activate Card – Maintain	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – General – Credit Limit – View Only	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – General – Credit Limit – Maintain	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – General – Temporary Credit Limit – View Only	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – General – Temporary Credit Limit – Maintain	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Primary Owner – View Only	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – Primary Owner – Maintain	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – General – Billing Cycle – View Only	Integrated Services - Online Credit Card Processing - User Integrated Services - Online Credit Card Processing - Advanced User
IntegratedServices – Credit Card Processing – General – Billing Cycle – Maintain	This permission is not part of a security group. You can add this permission to a credit union-defined security group using the Security Group Permissions – Update window. For CPS only, not applicable for CSC users.

To allow users to order a replacement card or additional card through CPS or CSC, you must assign the Integrated Services - Online Credit Card Processing - Advanced User security group to one or more of your Portico users.