Security Groups and Permissions

To allow users to use the Member Branch Assignment windows, you must assign one of the pre-defined security groups or a credit union-defined security group to your Portico users.

On the Portico Explorer Bar, click Security from the Administration menu. On the Security menu bar, click User Maintenance, then click Users. The Users – List window will appear.
On the Users - List window, select the users that will be using the functionality. Then, click the security groups button. The Security Groups window will appear.
On the Security Groups window, select the desired security groups from the Not a member of these user groups list box, then click the left arrow. Click the Save button to save your changes.
The users must now log off and log back into Portico.

The pre-defined security groups contains the following list of permissions. You can also create your own security group using any of these permissions.

Permissions	Security Groups
Portico - Member Branch Assignment - Menu Option	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Transfers - Menu Option	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Transfers - View Only	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Transfers - Maintain	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Menu Option	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Tellers to Count - Menu Option	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Tellers to Count - View Only	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Tellers to Count - Maintain	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Transactions to Count - Menu Option	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Transactions to Count - View Only	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Transactions to Count - Maintain	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Zip Code Associations - Menu Option	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Zip Code Associations - View Only	Portico - General Operations - Branch Change Administrator
Portico - Member Branch Assignment - Administration - Zip Code Associations – Maintain	Portico - General Operations - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Menu Option	Portico - Prod/Serv - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Tellers to Count - Menu Option	Portico - Prod/Serv - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Tellers to Count - View Only	Portico - Prod/Serv - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Tellers to Count - Maintain	Portico - Prod/Serv - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Transactions to Count - Menu Option	Portico - Prod/Serv - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Transactions to Count - View Only	Portico - Prod/Serv - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Transactions to Count - Maintain	Portico - Prod/Serv - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Zip Code Associations - Menu Option	Portico - Prod/Serv - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Zip Code Associations - View Only	Portico - Prod/Serv - Branch Change Administrator
Portico - Products (Prod/Serv) - Member Branch Assignment - Zip Code Associations - Maintain	Portico - Prod/Serv - Branch Change Administrator