Permissions and Security Groups

To set up and use Contact Manager and Event Tracking, you must first assign the Contact Manager security groups to one or more of your Portico users.

On the Portico Explorer Bar, select Security from the Administration menu. On the Security menu bar, select User Maintenance, then select Users
On the Users - List window, select the users that will be using the functionality. Then, select the security groups button.
On the Security Groups window, select the desired security groups from the Not a member of these user groups list box, then select the left arrow. Select the Save button to file your changes.
The users must now sign off and back in to Portico.

The user groups for Contact Manager and Event Tracking are as follows:

ContactManager - User
ContactManager – Supervisor
ContactManager - Administrator (View Only)
ContactManager – Administrator
EventTracking - User
EventTracking - Administrator

You can add or remove the permissions from any of these user groups with the User Group Permissions – Update window.

Permissions	Security Permissions
ContactManager - Profile - User Profile - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - Explorer Menu Option Determines if the Contact Manager menu appears on the explorer bar	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - Explorer Contact/Event - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - Actions - Queue - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - Actions - Queue - View Self; Dept	ContactManager - User EventTracking - User
ContactManager - Actions - Queue - View Self; Dept; Dept Members	ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Queue - View All	ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Actions - Queue - User Can Assign Contacts/Events	ContactManager – Supervisor ContactManager – Administrator EventTracking - Administrator
ContactManager - Actions - ATM / Debit Dispute - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - ATM / Debit Dispute - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - ATM / Debit Dispute - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Check Copy - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Check Copy - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Check Copy - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Check Reorder - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Check Reorder - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Check Reorder - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - New Account - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - New Account - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - New Account - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - New Loan - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - New Loan - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - New Loan - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Other Service Request - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Other Service Request - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Other Service Request - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Problem / Complaint - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Problem / Complaint - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Problem / Complaint - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Research - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Research - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Research - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Statement / Notice Copy - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Statement / Notice Copy - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Statement / Notice Copy - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Stop Payment - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Stop Payment - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Stop Payment - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - New Account - Non-Member - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - New Account - Non-Member - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - New Account - Non-Member - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - New Loan - Non-Member - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - New Loan - Non-Member - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - New Loan - Non-Member - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Other Service Request - Non-Member - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Other Service Request - Non-Member - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Other Service Request - Non-Member - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Actions - Problem / Complaint - Non-Member - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Problem / Complaint - Non-Member - View Only	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Actions - Problem / Complaint - Non-Member - Maintain	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Non-Owner - User Can Maintain Status/Priority If the user is NOT the owner of the contact type, and they belong to a security group with the ContactManager - Non-Owner - User Can Maintain Status/Priority permission, the user can maintain the Status field and the Priority field.	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - Non-Owner - User Can Maintain Assignment/Follow-Up If the user is NOT the owner of the contact type, and they belong to a security group with the ContactManager - Non-Owner - User Can Maintain Assignment/Follow-Up permission, the user can maintain the Department field, the Owner field, the Follow-up field, and the Source field.	ContactManager – Supervisor ContactManager – Administrator
ContactManager - Owner - User Can Maintain Department/Owner If the user is the owner of the contact type, and they belong to a security group with the ContactManager - Owner - User Can Maintain Department/Owner permission, the user can maintain the Department field and the Owner field.	ContactManager – Supervisor ContactManager – Administrator
ContactManager - User Can Perform Stop Pay	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - User Can Perform Fee	ContactManager - User ContactManager – Supervisor ContactManager – Administrator
ContactManager - User can Image Reports	ContactManager – Supervisor ContactManager – Administrator EventTracking - Administrator
ContactManager - Event - Actions - Non-Member - Menu Option	EventTracking - User EventTracking - Administrator
ContactManager - Event - Actions - Non-Member - View Only	EventTracking - User EventTracking - Administrator
ContactManager - Event - Actions - Non-Member - Maintain	EventTracking - User EventTracking - Administrator
ContactManager - Event - Actions - Member - Menu Option	EventTracking - User EventTracking - Administrator
ContactManager - Event - Actions - Member - View Only	EventTracking - User EventTracking - Administrator
ContactManager - Event - Actions - Member - Maintain	EventTracking - User EventTracking - Administrator
ContactManager - Event - Actions - Internal - Menu Option	EventTracking - User EventTracking - Administrator
ContactManager - Event - Actions - Internal - View Only	EventTracking - User EventTracking - Administrator
ContactManager - Event - Actions - Internal - Maintain	EventTracking - User EventTracking - Administrator
ContactManager - Event - Non-Owner - User Can Maintain Status/Priority If the user is NOT the owner of the event type, and they belong to a security group with the ContactManager - Event Non-Owner - User Can Maintain Status/Priority permission, the user can maintain the Status field and the Priority field.	EventTracking - User EventTracking - Administrator
ContactManager - Event - Non-Owner - User Can Maintain Assignment/Follow-Up If the user is NOT the owner of the event type, and they belong to a security group with the ContactManager - Event Non-Owner - User Can Maintain Assignment/Follow-Up permission, the user can maintain the Department field, the Owner field, the Follow-up field, and the Source field.	EventTracking - Administrator
ContactManager - Event - Owner - User Can Maintain Department/Owner If the user is the owner of the event type, and they belong to a security group with the ContactManager - Event Owner - User Can Maintain Department/Owner, the user can maintain the Department field and the Owner field.	EventTracking - Administrator
ContactManager - History - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - History - Contact History - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - History - Contact History - View All	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - Reports - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - Reports - Information Register Report - Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - Reports - Information Register Report - View All	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
ContactManager - Reports - Refund Report - Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Reports - Refund Report - View All	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Reports - Income Report - Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Reports - Income Report - View All	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Reports - Purge Summary Report - Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Reports - Purge Summary Report - View All	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Reports - Other Service Request Report - Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Reports - Other Service Request Report - View All	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Explorer Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Explorer Administration - Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Maintenance - Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Maintenance - Lists - Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Maintenance - Lists - View Only	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Maintenance - Lists – Maintain	ContactManager – Supervisor ContactManager – Administrator EventTracking - Administrator
ContactManager - Maintenance - Contact Type - Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Maintenance - Contact Type - View Only	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator
ContactManager - Maintenance - Contact Type - Maintain	ContactManager – Supervisor ContactManager – Administrator
ContactManager - Event - Maintenance - Event Type - Menu Option	EventTracking - Administrator
ContactManager - Event - Maintenance - Event Type - View Only	EventTracking - Administrator
ContactManager - Event - Maintenance - Event Type - Maintain	EventTracking - Administrator
ContactManager - Event - Maintenance - New Event Type - Maintain	EventTracking - Administrator
ContactManager - Event - Maintenance - Import Events - Menu Option	EventTracking - Administrator
ContactManager - Event - Maintenance - Import Events - View Only	EventTracking - Administrator
ContactManager - Event - Maintenance - Import Events - Maintain	EventTracking - Administrator
ContactManager - Maintenance - Purge Criteria - Menu Option	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Maintenance - Purge Criteria - View Only	ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
ContactManager - Maintenance - Purge Criteria - Maintain	ContactManager – Administrator EventTracking - Administrator
Portico - Explorer Administration Menu Option	ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
Portico - Organization - Menu Option	ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
Portico - Organization - Departments - Menu Option	ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
Portico - Organization - Departments - View Only	ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - Administrator
Portico - Organization - Departments - Maintain	ContactManager – Administrator EventTracking - Administrator
Contact Manager – User can delete Contact/Event	ContactManager – Administrator