Assigning Users to a Security Group

The Security Groups window lets you assign a user to one or more security groups. To open the Security Groups 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 security groups icon button. The Security Groups window appears.

How do I? and Field Help

To assign the user to a security group, select the security group in the Not a member of these groups box and click the left arrow.

To remove the user from a specific security group, select the security group in the Member of these user groups box and click the right arrow.

When a user is removed from a security group, Portico will review the existing members of the security group and automatically remove any users with a Delete Pending status.

Select a security group and click the permissions icon button to open the User Group - Update window and assign permissions to a security group.

Click the user icon button to open the User - Update window and modify the user's basic security information.

Click the restrictions icon button to open the Security Restrictions window and modify the user's restrictions.

Click the profile icon button to open the User Profile - Update window and modify the user's preferences, logon settings and window options.

Click the override groups icon button to open the Override Groups window and assign the user to an override group.

Click Apply to apply the user group assignments. Click Save to save the user group assignments and close the window.

Click Cancel to close the window without saving the user group assignments.

The user must log off and log back into Portico for the changes to take effect.