Reviewing the User Parameter Change Audit Report

The User Parameter Change Audit Report lets you review user profile and parameter changes. To access the report, click Security from the Administration menu on the Portico Explorer Bar. On the Security top menu bar, click Reports, then click User Parameter Change Audit.

How do I? and Field Help

You can search for profile and parameter changes by date range, type of change, user affected by the change, and user who modified the parameter.

To enter a date range...

• Click the Report Begin Date down arrow to select a beginning date from the calendar or enter the date in MM/DD/YYYY format. Then, enter the beginning time in HH:MM:SS format. The system default is 00:00.
• Click the Report End Date down arrow to select an ending date from the calendar or enter the date in MM/DD/YYYY format. Then, enter the ending time in HH:MM:SS format. The system default is 23:59.

From the Category drop-down list, you can select:

• All
• Employee & Security Restrictions
• My Reports
• Print Profile Preferences
• Security Group Assignments
• User Profile
• User Status

From the User Name drop-down list, select the user affected by the change.

From the Modified By drop-down list, select the user who modified the parameter.

Click OK to view the report. Click Cancel to cancel the report and close the window.

The report can display a maximum of 10,000 rows. If the report exceeds 10,000 rows, an error message will appear explaining that you will need to narrow your selection criteria to display the report.

The Parameter Change Audit report will indicate purged user IDs with ‘System’ in the Modified By column. Changes made by a Fiserv employee will have Fiserv after the user ID in the Modified By column.

The following permissions are included in the Portico – All Functions – View Only, Portico – Security – Administrator, and Portico – Security – View Only security groups to control access to the User Parameter Change Audit window:

• Portico – Reports (Security) – User Parameter Change Audit – Menu Option
• Portico – Reports (Security) – User Parameter Change Audit – View Only

Users must be assigned to these security groups or you can add the permissions to a credit union-defined security group using the Security Group Permissions – Update window.

The Parameter Change Audit Report lists the following parameter changes:

User Status User Added User Deleted User Status Security Group Assignments Security Group Assignment (added or removed)	Employee & Security Restrictions Associated Employee Account Station ID Restriction IP Address Restriction Day/Time Restriction
Print Preferences
Generate Receipts Print Balance on Receipt Print Name on Receipt Print Address on Receipt Print GL Account on Receipt Print Checks Received on Receipt Print Cash Received Bills on Receipt Print Cash Received Coins on Receipt Print Cash Disbursed Bills on Receipt Print Cash Disbursed Coins on Receipt Receipt Print Separator Character Print Receipt Envelope Generate Duplicate Receipts Print Receipt for Dividend Checks Print Receipt for Check Writer Fill Check Amount with *** Print Payee Name on Money Order Print Signature on Check Check Signature Name Check Signature Amount	Print Member Number on Receipt Print Member Number on Check Print Member Number on Endorsement Print Teller Drawer Open Print Teller Open Physical Cash Count Cash Movements to Receipt Printer Teller Open/Close to Receipt Printer Adding Machine to Receipt Printer Show Endorsement Confirmation Print Teller Drawer Close Print Teller Close Receipt Print Teller Journal Batch Recap Print Checks/Voucher Balance Print Receipt Balance Print Forms Register Print Deposit Letter Print Teller Close Physical Cash Count Print Cash Movement Print Teller Overrides
User Profile
User Name Portico User ID Session Timeout Last Password Change Warnings & Alerts Acknowledge All Warnings & Alerts Lockout Credit Processing Solutions ID Credit Processing Solutions Password Nautilus Essentials ZFP User ID Nautilus Essentials ZFP Password Liberty Check Order User ID Liberty Check Order Password ACH Origination Authorized Limit Assigned Branch/Teller ID Auto Logon Teller Check Cashing Approvals – Check Cashing Limit Check Cashing Approvals – Negative Share Balance Check Cashing Approvals – Delinquent Loan Days Check Cashing Approvals – Delinquent Method B Loans Check Cashing Approvals – Zero Balance Accounts Collections ID Detail Journal Default Member Information Tab Default Account Information Tab Default Loan Tab Default Shares Tab Default History Description Type Default DocuSign Signing Host Email Address Bill Mix File Max Bill for User Lookup Member By My Reports Override/Approval Group Supervisor Priority Override/Approval Group Membership New Loan Default Tab Collections – Activity/Notes Review Collections – Grace Period Days Collections – Notes Default New Member Services Sequence Override Show All Member Accounts Check Log Popup Cash Disbursed Popup Cash Received Popup Alert – ACH and Share Draft Exception Activity Alert – Delinquent Portico Loans Alert – Delinquent Student Loans Alert – Delinquent Mortgage Loans Delinquent Loans Alert Grace Days Alert – Delinquent Credit Cards Delinquent Credit Cards Alert Grace Days Alert – Member ID Images Alert – Member Verification Alert – Member Status Alert – Member Messages Alert – Notepad Alert – Member is Bankrupt Alert – Negative Shares Negative Shares Alert Grace Days Alert – Personal Information Changes Audio Notification Preference Cross Sell – Opportunities Popup Cross Sell – Test Mode Cross Sell – Enable Tracing Cross Sell – Origin of Sale Cross Sell – Popup Position	Image Retrieval Type Image Picture Image Picture Type Image Signature Type Member Activity User Defined Tabs Member Activity Tab 1 Name Member Activity Tab 1 Active Member Activity Tab 1 Delete Member Activity Tab 2 Name Member Activity Tab 2 Active Member Activity Tab 2 Delete Member Activity Tab 3 Name Member Activity Tab 3 Active Member Activity Tab 3 Delete Member Activity Tab 4 Name Member Activity Tab 4 Active Member Activity Tab 4 Delete Suppress Partial Payment Warning Verification Default – OFAC Verification Default – CHEX Verification Default – ID Verification Verification Default – Qualifile Imported File 1 Title Imported File 1 Imported File 1 Active Imported File 2 Title Imported File 2 Imported File 2 Active IPS Sendero Check File IPS Sendero Check File Active IPS Sendero Fixed Asset File IPS Sendero Fixed Asset File Active IPS Sendero GL File IPS Sendero GL File Active IPS – Include Payments on 900 File My Queue Category My Queue Owner/Dept My Queue Past Due My Queue Past Due Days My Queue Priority My Queue Type My Queue Status My Queue Virtual Branch Only My Queue Document Status My Queue Notification My Queue Polling Interval My Queue Notification Sound My Queue Notification Logged Out My Queue Notification Logged In My Queue Notification Email My Queue Notification Email Address My Queue Notification Text My Queue Notification Text Address Session Timeout Notification Session Timeout Notification Duration Session Timeout Notification Sound Connection Switchover Notification Connection Switchover Notification Duration Connection Switchover Notification Sound

Related Reports: User Parameter Change Audit Report PNG941