Security Groups and Permissions

To allow users to use the Adjustments tab, you must assign one of the pre-defined security groups 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 security groups contain the following list of permissions. You can also create your own security group using any of these permissions.

Permissions Security Groups

FinancialTxns - Adjustments Tab

Teller - Advanced

Member Services - User

FinancialTxns - Adjustments - Share Deposit from General Ledger

Teller - Advanced

Member Services - User

FinancialTxns - Adjustments - Share Withdrawal to General Ledger

Teller - Advanced

Member Services - User

FinancialTxns - Adjustments - Certificate Deposit from General Ledger

Teller - Advanced

Member Services - User

FinancialTxns - Adjustments - Certificate Withdrawal to General Ledger

Teller - Advanced

Member Services - User

FinancialTxns - Adjustments - Loan Payment from General Ledger

Teller - Advanced

Member Services - User

FinancialTxns - Adjustments - Loan Advance

Teller - Advanced

Member Services - User

FinancialTxns - Adjustments - Loan Interest Correction

Teller - Advanced

Member Services - User

FinancialTxns - Adjustments - Dividend Adjustment

Teller - Advanced

Member Services - User

FinancialTxns - Adjustments - Member Journal Voucher

Teller - Advanced

Member Services - User