Security Groups and Permissions
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To set up users, security groups, override groups and other security features, users must be assigned to the following pre-defined security groups or you can create your own security group. You can add the following permissions to a credit union-defined security group using the Security Group Permissions – Update window.
To assign one of the pre-defined security groups or a credit union-defined security group to your Portico users, complete the following steps:
- 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.
| Permissions | Security Groups |
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Portico - Explorer Administration Menu Option Does not determine if Administration menu appears on explorer bar |
Portico - Security - Administrator Portico - Security - View Only Portico - Security - Reset Password |
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Portico - Explorer Security Menu Option Determines if Administration menu appears on explorer bar |
Portico - Security - Administrator Portico - Security - View Only Portico - Security - Reset Password |
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Portico - User Maintenance - Menu Option |
Portico - Security - Administrator Portico - Security - View Only Portico - Security - Reset Password |
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Portico - User Maintenance - Users - Menu Option |
Portico - Security - Administrator Portico - Security - View Only Portico - Security - Reset Password |
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Portico - User Maintenance - Users - View Only |
Portico - Security - Administrator Portico - Security - View Only Portico - Security - Reset Password |
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Portico - User Maintenance - Users - Maintain |
Portico - Security - Administrator |
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Portico - User Maintenance - Users - Reset Password |
Portico - Security - Administrator Portico - Security - View Only Portico - Security - Reset Password |
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Portico - User Maintenance - Security Groups - Menu Option |
Portico - Security - Administrator Portico - Security - View Only |
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Portico - User Maintenance - Security Groups - View Only |
Portico - Security - Administrator Portico - Security - View Only |
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Portico - User Maintenance - Security Groups - Maintain |
Portico - Security - Administrator |
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Portico - User Maintenance - Override Groups - Menu Option |
Portico - Security - Administrator Portico - Security - View Only |
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Portico - User Maintenance - Override Groups - View Only |
Portico - Security - Administrator Portico - Security - View Only |
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Portico - User Maintenance - Override Groups - Maintain |
Portico - Security - Administrator |
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Portico - User Maintenance - Branch/Teller ID Assignments - View Only |
Portico - Security - Administrator Portico - Security - View Only |
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Portico - User Maintenance - My Reports - Menu Option |
Portico - Security - Administrator Portico - Security - View Only |
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Portico - User Maintenance - My Reports - View Only |
Portico - Security - Administrator Portico - Security - View Only |
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Portico - User Maintenance - My Reports - Maintain |
Portico - Security - Administrator |
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Print – Profile – Print Profile – Preferences – View Only |
Print – Administrator Print – User |
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Portico - Reports (Security) - Menu Option |
Portico - Security - Administrator Portico - Security - View Only |
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Portico - Reports (Security) - Invalid Login Attempts - Menu Option |
Portico - Security - Administrator Portico - Security - View Only |
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Portico - Reports (Security) - Invalid Login Attempts – View |
Portico - Security - Administrator Portico - Security - View Only |