Setting Up Administrator and User Access
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To set up and use Cross Sell and Tracking, you must first assign the Cross Sell security groups to one or more of your Portico users.
- 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.
- 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.
- 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.
- The users must now log off and log back into Portico.
The following security groups and permissions support the administration and use of Cross Sell and Tracking.
| Permission | Cross Sell – Plans – Administrator | Cross Sell – Plans – View Only | Cross Sell – Virtual Branch – Administrator | Cross Sell – Tracking – Administrator | Cross Sell – Tracking – View Only | Cross Sell – Tracking – User |
|---|---|---|---|---|---|---|
| CrossSell - Explorer
Menu Option Does not determine if Cross Sell menu appears on explorer bar |
X | X | X | |||
| CrossSell - Explorer
Administration - Menu Option Determines if Cross Sell menu with Administration option appears on explorer bar |
X | X | X | |||
| Portico - Explorer Customization Menu Option | X | |||||
| CrossSell - Plans - Menu Option | X | X | ||||
| CrossSell - Plans - Cross Sell Plan - Menu Option | X | X | ||||
| CrossSell - Plans - Cross Sell Plan - View Only | X | X | ||||
| CrossSell - Plans - Cross Sell Plan - Maintain | X | |||||
| CrossSell - Plans - Demographic Plan - Menu Option | X | X | ||||
| CrossSell - Plans - Demographic Plan - View Only | X | X | ||||
| CrossSell - Plans - Demographic Plan - Maintain | X | |||||
| CrossSell - Campaigns - Menu Option | X | X | ||||
| CrossSell - Campaigns - Campaign Mgmnt - Menu Option | X | X | ||||
| CrossSell - Campaigns - Campaign Mgmnt - View Only | X | X | ||||
| CrossSell - Campaigns - Campaign Mgmnt – Maintain | X | |||||
| CrossSell - Maintenance - Menu Option | X | X | ||||
| CrossSell - Maintenance - Product Groups - Menu Option | X | X | ||||
| CrossSell - Maintenance - Product Groups - View Only | X | X | ||||
| CrossSell - Maintenance - Product Groups - Maintain | X | |||||
| CrossSell - Maintenance - Lists - Menu Option | X | X | ||||
| CrossSell - Maintenance - Lists - View Only | X | X | ||||
| CrossSell - Maintenance - Lists - Maintain | X | |||||
| CrossSell - MCIF - Menu Option | X | X | ||||
| CrossSell - MCIF - Product Groups - Menu Option | X | X | ||||
| CrossSell - MCIF - Product Groups - View Only | X | X | ||||
| CrossSell - MCIF - Product Groups - Maintain | X | |||||
| CrossSell - MCIF - Household Lookup - Menu Option | X | X | ||||
| CrossSell - MCIF - Household Lookup - View Only | X | X | ||||
| CrossSell - MCIF - Vendor Assignment - Menu Option | X | X | ||||
| CrossSell - MCIF - Vendor Assignment - View Only | X | X | ||||
| CrossSell - MCIF - Vendor Assignment - Maintain | ||||||
| CrossSell - Virtual Branch - Menu Option | X | |||||
| CrossSell - Virtual Branch - Profile - Menu Option | X | |||||
| CrossSell - Virtual Branch - Profile - View Only | X | |||||
| CrossSell - Virtual Branch - Profile - Maintain | X | |||||
| CrossSell - Virtual Branch - Images - Menu Option | X | |||||
| CrossSell - Virtual Branch - Images - View Only | X | |||||
| CrossSell - Virtual Branch - Images - Maintain | X | |||||
| Cross Sell - User Can Turn Cross Sell Opportunity Pop On/Off | X | X | X | |||
| CrossSell - Profile - User Profile - Maintain | X | X | ||||
| Portico - Profile - User Profile - Maintain | X | X | ||||
| Portico - Profile - User Profile - View Only | X | X | ||||
| CrossSell - Explorer
Menu Option Does not determine if Cross Sell menu appears on explorer bar |
X | X | X | X | ||
| CrossSell - Explorer
Tracking - Menu Option Determines if Cross Sell menu with Tracking option appears on explorer bar |
X | X | X | X | ||
| CrossSell - Action - Assignments Queue - Menu Option | X | X | X | |||
| CrossSell - Action - Assignments Queue - User Can Assign Referrals | X | |||||
| CrossSell - Action - Assignments Queue - View All | X | |||||
| CrossSell - Action - Assignments Queue - View Self Only | X | |||||
| CrossSell - Action - Referral - Menu Option | X | X | X | |||
| CrossSell - Action - Referral - View Only | X | X | X | |||
| CrossSell - Action - Referral - Maintain | X | |||||
| CrossSell - Action - Referral - Maintain Restricted | X | |||||
| CrossSell - User Can Refer | X | X | X | |||
| CrossSell - Action - Sale - Menu Option | X | X | X | |||
| CrossSell - Action - Sale - View Only | X | X | X | |||
| CrossSell - Action - Sale - Maintain | X | |||||
| CrossSell - Action - Sale - Maintain Restricted | X | |||||
| CrossSell - User Can Sell | X | X | X | |||
| CrossSell - Action - Decline - Menu Option | X | X | X | |||
| CrossSell - Action - Decline - View Only | X | X | X | |||
| CrossSell - Action - Decline - Maintain | X | |||||
| CrossSell - Action - Decline - Maintain Restricted | X | |||||
| CrossSell - User Can Decline | X | X | X | |||
| CrossSell - History - Menu Option | X | X | X | |||
| CrossSell - History - Refer/Decline History - Menu Option | X | X | X | |||
| CrossSell - History - Refer/Decline History - View Self Only | X | X | X | |||
| CrossSell - History - Refer/Decline History - View All | X | X | ||||
| CrossSell - History - Open Referral History - Menu Option | X | X | ||||
| CrossSell - History - Open Referral History - View Self Only | X | X | ||||
| CrossSell - History - Open Referral History - View All | X | X | ||||
| CrossSell - History - Open Referral History - Maintain | X | |||||
| CrossSell - History - Sale History - Menu Option | X | X | X | |||
| CrossSell - History - Sale History - View Self Only | X | X | X | |||
| CrossSell - History - Sale History - View All | X | X | ||||
| CrossSell - Reports - Menu Option | X | X | X | X | ||
| CrossSell - Reports - Referral and Sale Summary - Menu Option | X | X | X | |||
| CrossSell - Reports - Referral and Sale Summary - View Self Only | X | X | X | |||
| CrossSell - Reports - Referral and Sale Summary - View All | X | X | ||||
| CrossSell - Reports - Sold Referrals Summary - Menu Option | X | X | X | |||
| CrossSell - Reports - Sold Referrals Summary - View Self Only | X | X | X | |||
| CrossSell - Reports - Sold Referrals Summary - View All | X | X | ||||
| CrossSell - Reports - Sale Summary - Menu Option | X | X | X | |||
| CrossSell - Reports - Sale Summary - View Self Only | X | X | X | |||
| CrossSell - Reports - Sale Summary - View All | X | X | ||||
| CrossSell - Reports - Decline Reason Summary - Menu Option | X | X | X | |||
| CrossSell - Reports - Decline Reason Summary - View Self Only | X | X | X | |||
| CrossSell - Reports - Decline Reason Summary - View All | X | |||||
| CrossSell - Reports - Cross Sell Plan Summary - Menu Option | X | X | X | |||
| CrossSell - Reports - Cross Sell Plan Summary - View Self Only | X | X | X | |||
| CrossSell - Reports - Cross Sell Plan Summary - View All | X | X | ||||
| CrossSell - Reports - Opportunity Pop Audit Summary - Menu Option | X | X | ||||
| CrossSell - Reports - Opportunity Pop Audit Summary - View All | X | X | ||||
| CrossSell - Reports - Opportunity Pop Audit Summary - View Self Only | X | X | ||||
| CrossSell - Reports - Opportunity Summary - Menu Option | X | X | X | X | ||
| CrossSell - Reports - Opportunity Summary - View Self Only | X | X | X | X | ||
| CrossSell - Reports - Opportunity Summary - View All | X | X | ||||
| CrossSell - Reports - Purge Summary - Menu Option | X | X | X | X | ||
| CrossSell - Reports - Purge Summary - View Self Only | X | X | X | X | ||
| CrossSell - Reports - Purge Summary - View All | X | X | X |