Permissions and Security Groups for Setting Up a Teller
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To access the menus and windows required for setting up a teller, users must be assigned to one or more of the following 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 |
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Portico - Explorer Teller Management - Administration Menu Option |
Portico - TlrMgmt - Maintain Tellers |
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Portico - Teller - Menu Option |
Portico - TlrMgmt - Maintain Tellers |
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Portico - Teller - Tellers - Menu Option |
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Portico - Teller - Tellers - View Only |
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Portico - Teller - Teller Information - Menu Option |
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Portico - Teller - Teller Information - View Only |
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Portico - Teller - Teller Information - Maintain |
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Portico - Teller - New Teller - Menu Option |
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Portico - Teller - New Teller - Maintain |
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Portico - Teller - Teller Drawer Assignments - Menu Option |
Portico - TlrMgmt - Maintain Tellers |
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Portico - Teller - Teller Drawer Assignments - View Only |
Portico - TlrMgmt - Maintain Tellers |
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Portico - Teller - Teller Drawer Assignments - Maintain |
Portico - TlrMgmt - Maintain Tellers |
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Portico - Locations - Menu Option |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - Location Information - Menu Option |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - Location Information - View Only |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - Location Information - Maintain |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - New Location - Menu Option |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - New Location - Maintain |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - Deposit Locations - Menu Option |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - Deposit Locations - View Only |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - Deposit Locations - Maintain |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - Authorized Cash Movements - Menu Option |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - Authorized Cash Movements - View Only |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Locations - Authorized Cash Movements - Maintain |
Portico - TlrMgmt - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Menu Option |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Location Information - Menu Option |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Location Information - View Only |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Location Information - Maintain |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - New Location - Menu Option |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - New Location - Maintain |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Deposit Locations - Menu Option |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Deposit Locations - View Only |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Deposit Locations - Maintain |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Authorized Cash Movements - Menu Option |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Authorized Cash Movements - View Only |
Portico - Prod/Serv - Cash Control Administrator |
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Portico - Products (Prod/Serv) - Cash Control - Authorized Cash Movements - Maintain |
Portico - Prod/Serv - Cash Control Administrator |