Payroll Security Groups

To allow users to access and use the windows available via the Operations - Payroll menu on the Portico Explorer Bar, you must assign the Operations – Payroll – User security group, or a credit union-defined security group to your users.

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 Operations - Payroll- User security group contains the following permissions to support Payroll administration.

• Operations - Explorer Menu Option
  Does not determine if Operations menu appears on explorer bar
• Operations - Explorer Payroll- Menu Option
  Determines if Operations menu with Payroll option appears on explorer bar
• Payroll - Exception Processing - Menu Option
• Payroll - Exception Processing - Post Payroll Exception - Menu Option
• Payroll - Exception Processing - Post Payroll Exception - View Only
• Payroll - Exception Processing - Post Payroll Exception - Maintain
• Payroll - Exception Processing - Online Batches - Menu Option
• Payroll - Exception Processing - Online Batches
• Payroll - Maintenance - Menu Option
• Payroll - Maintenance - Payroll Deduction Maintenance - Menu Option
• Payroll - Maintenance - Payroll Deduction Maintenance - View Only
• Payroll - Maintenance - Payroll Deduction Maintenance – Maintain
• Payroll - Maintenance - Payroll Group Details - Menu Option
• Payroll - Maintenance - Payroll Group Details - View Only
• Payroll - Maintenance - Payroll Group Details – Maintain
• Payroll - Maintenance - Payroll Posting Summary - Menu Option
• Payroll - Maintenance - Payroll Posting Summary - View Only
• Payroll - Maintenance - Payroll Posting Summary - Maintain
• Payroll - Maintenance - New Payroll - Menu Option
• Payroll - Maintenance - New Payroll – Maintain

To view and maintain member payroll information, users must be assigned to one of the following pre-defined security groups or you can create your own security groups. You can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permissions	Security Groups
MbrInfo - Payroll - Payroll Information - View Only	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - Payroll - Payroll Information - Maintenance	Teller - Advanced Member Services - User
MbrInfo - Payroll - Payroll Information - New Payroll	Member Services - User