Cash Devices Security Groups

Cash Device Portico-Lutzwolf Interface

Before you can set up and use the Portico-Lutzwolf interface for cash devices, you must be assigned one of the following pre-defined security groups, or you can add the following permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permissions	Security Groups
CashRecycler - Task and Activities - Balance - Clear	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User
CashRecycler - Task and Activities - Inventory - Empty	CashDevice – Lutzwolf - Administrator
CashRecycler - Task and Activities - Inventory - Add	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User
CashRecycler - Task and Activities - Journal - View All	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User
Device Configuration – Products (Prod/Serv) – Maintain	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User
Device Configuration – Products (Prod/Serv) – Menu Option	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User
Device Configuration – Products (Prod/Serv) – View Only	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User
Cash Device - User Can Reset Cash Device	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User CashDevice – Lutzwolf - User
Portico - Products (Prod/Serv) - Bill Mix - Menu Option	Portico - Products and Services - Administrator Portico - Products and Services - View Only Portico - User
Portico - Products (Prod/Serv) - Regular Bill Mix - Maintain	Portico - Products and Services - Administrator
Portico - Products (Prod/Serv) - Regular Bill Mix - View Only	Portico - Products and Services - Administrator Portico - Products and Services - View Only Portico - User
Portico - Products (Prod/Serv) - Regular Bill Mix - Menu Option	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User
Portico - Products (Prod/Serv) - Holdup Bill Mix - Menu Option	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User
Portico - Products (Prod/Serv) - Holdup Bill Mix - View Only	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User
Portico - Products (Prod/Serv) - Holdup Bill Mix - Maintain	CashDevice – Lutzwolf - Administrator CashDevice – Lutzwolf - Advanced User

Cash Dispenser Legacy Interface

Before you can set up and use the Portico legacy interface with a cash dispenser, you must be assigned to one of the following pre-defined security groups, or you can add the following permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permissions	Security Groups
CashDispenser - Products (Prod/Serv) - Cash Dispenser - Menu Option	CashDevice – Legacy – Administrator
CashDispenser - Products (Prod/Serv) - Cash Dispenser - Dispensers - Menu Option	CashDevice – Legacy – Administrator
CashDispenser - Products (Prod/Serv) - Cash Dispenser - Dispensers - View Only	CashDevice – Legacy – Administrator
CashDispenser - Products (Prod/Serv) - Cash Dispenser - Dispensers - Maintain	CashDevice – Legacy – Administrator
CashDispenser - Products (Prod/Serv) - Cash Dispenser - Password - Menu Option	CashDevice – Legacy – Administrator
CashDispenser - Products (Prod/Serv) - Cash Dispenser - Password - View Only	CashDevice – Legacy – Administrator
CashDispenser - Products (Prod/Serv) - Cash Dispenser - Password - Maintain	CashDevice – Legacy – Administrator
CashDispenser - Task and Activities - Journal - View All	CashDevice – Legacy – Administrator
CashDispenser - Task and Activities - Inventory - Maintain	CashDevice – Legacy – Administrator
Device Configuration – Products (Prod/Serv) – Maintain	CashDevice – Legacy – Administrator
Device Configuration – Products (Prod/Serv) – Menu Option	CashDevice – Legacy – Administrator
Device Configuration – Products (Prod/Serv) – View Only	CashDevice – Legacy – Administrator
Portico - Explorer Product and Service Menu Option	CashDevice – Legacy – Administrator
Portico - Products (Prod/Serv) - Menu Option	CashDevice – Legacy – Administrator
CashDispenser - User Can Dispense Cash	CashDevice – Legacy – User

To assign one of the pre-defined security groups or a credit union-defined security group to your Portico users, complete the following steps:

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.