Security Groups and Permissions

Related Topics

To setup and maintain the Relationship Pricing plans, users must be assigned to the Portico - Prod/Serv - Relationship Pricing Administrator security group or you can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

  • Portico - Services (Prod/Serv) - Relationship Pricing - Menu Option
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plans - Menu Option
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plans - View Only
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plans - Maintain
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plan Qualifications - Menu Option
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plan Qualifications - View Only
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plan Qualifications - Maintain
  • Portico - Services (Prod/Serv) - Relationship Pricing - New Plan Qualifications - Menu Option
  • Portico - Services (Prod/Serv) - Relationship Pricing - New Plan Qualifications - Maintain
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plan Rate Benefits - Menu Option
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plan Rate Benefits - View Only
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plan Rate Benefits - Maintain
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plan Fee Benefits - Menu Option
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plan Fee Benefits - View Only
  • Portico - Services (Prod/Serv) - Relationship Pricing - Plan Fee Benefits - Maintain