Offline Processing Security Groups and Permissions

To allow users to use Offline Processing, you must assign one of the pre-defined security groups or a credit union-defined security group to your Portico.

1. 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.
2. 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.
3. 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.
4. The users must now log off and log back into Portico.

The pre-defined security groups contain the following list of permissions. You can also create your own security group using any of these permissions.

Permissions	Security Groups
OfflineProcessing - Explorer Offline Processing Menu Option Does not determine if Financial Activity menu with Offline Processing option appears on explorer bar. User must be assigned to a security group with one or more of the permissions listed in the following rows:	Offline Processing - Process Offline Transactions Offline Processing - Post Offline Transactions Offline Processing - Correct Rejected Offline Transactions Offline Processing - Store and Forward Access
OfflineProcessing - Process Offline Transactions	Offline Processing - Process Offline Transactions
OfflineProcessing - Post Offline Transactions	Offline Processing - Post Offline Transactions
OfflineProcessing - Correct Rejected Offline Transactions	Offline Processing - Correct Rejected Offline Transactions
OfflineProcessing - Store and Forward Access	Offline Processing - Store and Forward Access