Security Groups and Permissions
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To allow users to use the windows available via the Administration - Profiles - Reports menu on the Portico Explorer Bar, you must assign one of the pre-defined security groups or a credit union-defined security group to your Portico users.
- 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.
- 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.
- 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.
- 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.
| Permission | Security Groups |
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Portico - Explorer Profiles Menu Option |
Portico - Profiles - Report Schedules - Maintain Portico - Profiles - Report Schedules - View |
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Portico - Reports (Profiles) - Menu Option |
Portico - Profiles - Report Schedules - Maintain Portico - Profiles - Report Schedules - View |
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Portico - Reports (Profiles) - All Reports - Menu Option |
Portico - Profiles - Report Schedules - Maintain Portico - Profiles - Report Schedules - View |
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Portico - Reports (Profiles) - Report by Number - Menu Option |
Portico - Profiles - Report Schedules - Maintain Portico - Profiles - Report Schedules - View |
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Portico - Reports (Profiles) - Report by Subject - Menu Option |
Portico - Profiles - Report Schedules - Maintain Portico - Profiles - Report Schedules - View |
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Portico - Reports (Profiles) - Credit Union Scheduled Reports - Menu Option |
Portico - Profiles - Report Schedules - Maintain Portico - Profiles - Report Schedules - View |
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Portico - Reports - User Can View All Reports |
Portico - Profiles - Report Schedules - Maintain Portico - Profiles - Report Schedules - View |
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Portico - Reports - User Can Maintain 280 Report |
Portico - Profiles - Report Schedules - Maintain Portico - Profiles - Report Schedules - View |
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Portico - Reports - User Can Maintain 282 Report |
Portico - Profiles - Report Schedules - Maintain |
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Portico - Reports - User Can Maintain 285 Report |
Portico - Profiles - Report Schedules - Maintain |
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Portico - Reports - User Can Maintain 290 Report |
Portico - Profiles - Report Schedules - Maintain |
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Portico - Reports - User Can Maintain 295 Report |
Portico - Profiles - Report Schedules - Maintain |
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Portico - Reports - User Can Maintain 300 Report |
Portico - Profiles - Report Schedules - Maintain |
|
Portico - Reports - User Can Maintain 305 Report |
Portico - Profiles - Report Schedules - Maintain |
|
Portico - Reports - User Can Maintain 307 Report |
Portico - Profiles - Report Schedules - Maintain |
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Portico - Reports - User Can Maintain 308 Report |
Portico - Profiles - Report Schedules - Maintain |
|
Portico - Reports - User Can Maintain 367 Report |
Portico - Profiles - Report Schedules - Maintain |
|
Portico - Reports - User Can Maintain 411 Report |
Portico - Profiles - Report Schedules - Maintain |
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Portico - Reports - User Can Maintain 413 Report |
Portico - Profiles - Report Schedules - Maintain |
|
Portico - Reports - User Can Maintain 414 Report |
Portico - Profiles - Report Schedules - Maintain |
|
Portico - Reports - User Can Maintain 415 Report |
Portico - Profiles - Report Schedules - Maintain |
|
Portico - Reports - User Can Maintain 416 Report |
Portico - Profiles - Report Schedules - Maintain |
|
Portico - Reports - User Can Maintain 417 Report |
Portico - Profiles - Report Schedules - Maintain |
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Portico - Reports - User Can Maintain 500 Report |
Portico - Profiles - Report Schedules - Maintain |
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Portico - Reports - User Can Maintain 501 Report |
Portico - Profiles - Report Schedules - Maintain |