Security Groups and Permissions

Related Topics

To allow users to use the windows available via the Operations - Reports menu on the Portico Explorer Bar, you must assign the Portico - Operations – Reports security group or a credit union-defined security group to your Portico users.

  1. 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.
  2. 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.
  3. 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.
  4. The users must now log off and log back into Portico.

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

  • Operations - Explorer Menu Option
    Does not determine if Operations menu appears on explorer bar
  • Portico - Explorer Reports - Menu Option (Operations)
    Determines if Operations menu with Reports option appears on explorer bar
  • Portico - Daily Reports - Menu Option
  • Portico - Daily Reports - Short Reports - Menu Option
  • Portico - Daily Reports - Short Reports - Critical - Menu Option
  • Portico - Daily Reports - Short Reports - Critical - View Only
  • Portico - Daily Reports - Short Reports - Critical - Maintain
  • Portico - Daily Reports - Short Reports - Non-Critical - Menu Option
  • Portico - Daily Reports - Short Reports - Non-Critical - View Only
  • Portico - Daily Reports - Short Reports - Non-Critical - Maintain
  • Portico - Daily Reports - Morning/Evening Reports - Menu Option
  • Portico - Daily Reports - Morning/Evening Reports - Maintain
  • Portico - Daily Reports - Morning/Evening Reports - Maintain Restricted
  • Portico - Statistical Reports - Menu Option
  • Portico - Statistical Reports - Daily Loan Totals - Menu Option
  • Portico - Statistical Reports - Daily Loan Totals - View Only
  • Portico - Statistical Reports - Member & Transaction Statistics - Menu Option
  • Portico - Statistical Reports - Member & Transaction Statistics - View Only
  • Portico - Statistical Reports - Member Share / Loan / Certificate Totals - Menu Option
  • Portico - Statistical Reports - Member Share / Loan / Certificate Totals - View Only
  • Portico - Reports - User Can Reset Monthly Loan Summary Totals - 696