Associating Branch/Teller ID Combinations

You can associate one or more branch/teller combinations on the Branch/Teller ID Assignments window for a specific user. To open the Branch/Teller ID Assignments window, under Administration on the Portico Explorer Bar, click Security. On the Security top menu bar, click User Maintenance, then click Users. The Users - List window appears. On the Users - List window, select the user, then click the branch/teller ID assignments icon button.

How do I? and Field Help

Click the down arrow to select a specific Portico user, then click the green arrow to display the branch/teller ID assignments for that user.

In the Selection Criteria group box, click Search to display the assignments for all branches and tellers. You can also display the assignments for a specific branch and/or teller ID.

• To display the assignments for a specific branch, click the down arrow to select a branch from the Branch drop-down list and click Search.
• To display the assignments for a specific teller, enter the 2 character teller ID in the Tellerfield and click Search.
• Select the Display Unassigned Branch/Teller IDs check box and click Search to display the unassigned branch/teller IDs only.

$Tellers and 90 series tellers are not retrieved. Click Reset to clear the selection criteria.

Click any of the column headings with an arrow to sort the grid in ascending or descending order by the column headin The column heading with the bold arrow indicates the column the grid is currently sorted by. by.

To assign a branch/teller ID to a user, in the Branch/Teller IDs grid, select the check box in the row of the desired branch/teller ID, then click the down arrow. The branch/teller ID will appear in the Assigned Branch / Teller IDs grid. To remove an assigned branch/teller ID, select the check box in the row of the desired branch/teller ID and click the up arrow.

Click the icon button in the Other Users column to display a list of all the users assigned to the branch and teller selected.

To enforce the branch/teller combinations, select the Enforce Branch/Teller ID Combination check box. The user’s User Profile - Security tab will display an Assigned Branch/Teller ID grid. The user can select the auto logon option and choose a default branch/teller combination.

Select the Auto-logon Teller check box to automatically log into the branch/teller combination with the Default check box selected.

Click Apply to apply the branch/teller ID assignments. Click Save to save the branch/teller ID assignments. Click Cancel to cancel the changes and close the dialog box.