Forms Management Security Groups and Permissions

Before you can use Forms Management, you must be assigned one of the 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.

Permission	Security Groups
TlrMg Forms Mngmnt Tab	Teller- Basic Teller - Advanced Member Services - User
TlrMg Forms Mngmnt Tab - Movements Tab	Teller- Basic Teller - Advanced Member Services - User
TlrMg Forms Mngmnt Tab - Movements Tab - Send Forms	Teller- Basic Teller - Advanced Member Services - User
TlrMg Forms Mngmnt Tab - Movements Tab - Receive Forms	Teller- Basic Teller - Advanced Member Services - User
TlrMg Forms Mngmnt Tab - Corrections Tab	Teller- Basic Teller - Advanced Member Services - User
TlrMg Forms Mngmnt Tab - Corrections Tab - Forms RegMaint - Teller Location Only	Teller- Basic Teller - Advanced Member Services - User
TlrMg Forms Mngmnt Tab - Corrections Tab - Forms RegMaint - Any Location	Teller- Basic Teller - Advanced Member Services - User
Portico - Locations - Location Information - Menu Option	Portico - TlrMgmt - Cash Control Administrator
Portico - Locations - Location Information - View Only	Portico - TlrMgmt - Cash Control Administrator
Portico - Locations - Location Information – Maintain	Portico - TlrMgmt - Cash Control Administrator
Portico - Locations - New Location - Menu Option	Portico - TlrMgmt - Cash Control Administrator
Portico - Locations - New Location - Maintain	Portico - TlrMgmt - Cash Control Administrator
Portico - Forms - Menu Option	Portico - TlrMgmt - Forms Management Administrator
Portico - Forms - Forms Information - Menu Option	Portico - TlrMgmt - Forms Management Administrator
Portico - Forms - Forms Information - View Only	Portico - TlrMgmt - Forms Management Administrator
Portico - Forms - Forms Information – Maintain	Portico - TlrMgmt - Forms Management Administrator
Portico - Forms - New Form - Menu Option	Portico - TlrMgmt - Forms Management Administrator
Portico - Forms - New Form - Maintain	Portico - TlrMgmt - Forms Management Administrator
Portico - Products (Prod/Serv) - Cash Control - Location Information - Menu Option	Portico - Prod/Serv - Cash Control Administrator
Portico - Products (Prod/Serv) - Cash Control - Location Information - View Only	Portico - Prod/Serv - Cash Control Administrator
Portico - Products (Prod/Serv) - Cash Control - Location Information - Maintain	Portico - Prod/Serv - Cash Control Administrator
Portico - Products (Prod/Serv) - Cash Control - New Location - Menu Option	Portico - Prod/Serv - Cash Control Administrator
Portico - Products (Prod/Serv) - Cash Control - New Location - Maintain	Portico - Prod/Serv - Cash Control Administrator
Portico - Products (Prod/Serv) - Forms Management - Menu Option	Portico - Prod/Serv - Forms Management Administrator
Portico - Products (Prod/Serv) - Forms Management - Forms Information - Menu Option	Portico - Prod/Serv - Forms Management Administrator
Portico - Products (Prod/Serv) - Forms Management - Forms Information - View Only	Portico - Prod/Serv - Forms Management Administrator
Portico - Products (Prod/Serv) - Forms Management - Forms Information - Maintain	Portico - Prod/Serv - Forms Management Administrator
Portico - Products (Prod/Serv) - Forms Management - New Form - Menu Option	Portico - Prod/Serv - Forms Management Administrator
Portico - Products (Prod/Serv) - Forms Management - New Form - Maintain	Portico - Prod/Serv - Forms Management Administrator