Security Groups and Permissions for New Members and Services
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To set up New Members and Services, 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 |
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Portico - Fields - Menu Option |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Fields - Customized Fields - Menu Option |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Fields - Customized Fields - View Only |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Fields - Customized Fields - Maintain |
Portico - Customization - Administrator |
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Portico - Lists - Menu Option |
Portico - Customization - Administrator Portico- Customization - View Only Portico - Products and Services - Administrator Portico - Products and Services - View Only |
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Portico - Lists - Product and Services - Menu Option |
Portico - Customization - Administrator Portico- Customization - View Only Portico - Products and Services - Administrator Portico - Products and Services - View Only |
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Portico - Lists - Product and Services - View Only |
Portico - Customization - Administrator Portico- Customization - View Only Portico - Products and Services - Administrator Portico - Products and Services - View Only |
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Portico - Lists - Product and Services - Maintain |
Portico - Customization - Administrator Portico - Products and Services - Administrator |
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Portico - Lists - Ownership Type - Menu Option |
Portico - Customization - Administrator Portico- Customization - View Only Portico - Products and Services - Administrator Portico - Products and Services - View Only |
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Portico - Lists - Ownership Type - View Only |
Portico - Customization - Administrator Portico- Customization - View Only Portico - Products and Services - Administrator Portico - Products and Services - View Only |
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Portico - Lists - Ownership Type - Maintain |
Portico - Customization - Administrator Portico - Products and Services - Administrator |
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Portico - Lists - Lists - Menu Option |
Portico - Customization - Administrator Portico - Customization - View Only Portico - Products and Services - Administrator |
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Portico - Lists - Lists - View Only |
Portico - Customization - Administrator Portico - Customization - View Only Portico - Products and Services - Administrator Portico - Products and Services - View Only |
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Portico - Lists - Lists - Maintain |
Portico - Customization - Administrator Portico - Products and Services - Administrator |
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Portico - Processes - Menu Option |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Processes - New Member Messaging - Menu Option |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Processes - New Member Messaging - View Only |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Processes - New Member Messaging - Maintain |
Portico - Customization - Administrator |
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Portico - Processes - New Member Service Seq - Menu Option |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Processes - New Member Service Seq - View Only |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Processes - New Member Service Seq - Maintain |
Portico - Customization - Administrator |
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Portico - Processes - New Member Verification Seq - Menu Option |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Processes - New Member Verification Seq - View Only |
Portico - Customization - Administrator Portico - Customization - View Only |
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Portico - Processes - New Member Verification Seq - Maintain |
Portico - Customization - Administrator |
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DocPrep - Products (Prod/Serv) - Document Preparation - Menu Option |
DocPrep - Administrator |
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DocPrep - Products (Prod/Serv) - Document Preparation - Document Assoc - Menu Option |
DocPrep - Administrator |
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DocPrep - Products (Prod/Serv) - Document Preparation - Document Assoc - View Only |
DocPrep - Administrator |
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DocPrep - Products (Prod/Serv) - Document Preparation - Document Assoc - Maintain |
DocPrep - Administrator |
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DocPrep - Products (Prod/Serv) - Document Preparation - Process Assoc - Menu Option |
DocPrep - Administrator |
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DocPrep - Products (Prod/Serv) - Document Preparation - Process Assoc - View Only |
DocPrep - Administrator |
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DocPrep - Products (Prod/Serv) - Document Preparation - Process Assoc - Maintain |
DocPrep - Administrator |
For daily use of New Members and Services, 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 |
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Portico - User Can Unlock New Member & Services Applications |
Portico - Security - Administrator |
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NMbrSvc - User Can Start New Applications |
Member Services - User |
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NMbrSvc - User Can Add New Service |
Member Services - User |
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NMbrSvc - Queue - View All |
Member Services - User |
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NMbrSvc - Queue - Assign Applications |
Member Services - User |
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MbrInfo - Closed Account File - View Only |
Member Services - User |
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MbrInfo - Closed Account File - Maintain |
Member Services - User |
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MbrInfo - Member/Non-Member Relationship Information - View Only |
Member Services - User |
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MbrInfo - Member/Non-Member Relationship Information - Maintain |
Member Services - User |
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MbrInfo - Fields - Disclosure Information - Maintain |
Member Services - User |
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MbrInfo – Field – Business Account has Beneficial Owners – Maintain |
Member Services - User |
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Certs - Button - New Certificate - Maintain |
Member Services - User |
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Shares - Button - New Share - Maintain |
Member Services - User |
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MbrInfo - User Can Access Welcome Kit |
Member Services - User |
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MbrInfo - Audio ID - New Audio ID |
Member Services - User |
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MbrInfo - ATM/Audio - Card or Pin Issue - Maintain |
Member Services - User |
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MbrInfo - ATM Card - New ATM Card |
Member Services - User |
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MbrInfo - ATM/Audio - Card or Pin Issue - Maintain |
Member Services - User |
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MbrInfo - Debit Card - New Debit Card |
Member Services - User |
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MbrInfo - Debit Card - Debit Card Issue - View Only |
Member Services - User |
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MbrInfo - Debit Card - Debit Card Issue - Maintain |
Member Services - User |
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MbrInfo - Debit Card - Authorized Debit Holds - Maintain |
Member Services - User |
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MbrInfo - Home Banking/Bill Pay - New Home Banking/Bill Pay |
Member Services - User |
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MbrInfo - Home Banking/Bill Pay - New Home Banking/Bill Pay |
Member Services - User |
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MbrInfo - Payroll - Payroll Information - New Payroll |
Member Services - User |
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MbrInfo - Transfer File Information - New Transfer File |
Member Services - User |
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ACH - Origination - New Member/GL Items - Maintain |
Member Services - User |
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MbrInfo - Account Analysis - Account Analysis - Maintain |
Member Services - User |
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MbrInfo - Safe Deposit Box Detail - Maintain |
Member Services - User |
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MbrInfo - Relationship Pricing Plan - Maintain |
Member Services - User |
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IntegratedServices - MbrVer - User Can Access CHEX |
Integrated Services - CHEX - User |
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IntegratedServices - MbrVer - User Can Access IDVerification |
Integrated Services - ID Verification - User |
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IntegratedServices - MbrVer - User Can Access Qualifile |
Integrated Services - Qualifile - User |
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IntegratedServices - MbrVer - User Can Access OFAC |
Integrated Services - OFAC - User |
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IntegratedServices - User Can Access Credit Bureau |
Integrated Services - Credit Bureau - User Integrated Services - Credit Bureau - Administrator |
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IntegratedServices - User Can Order Checks |
Integrated Services - Check Order - Administrator Integrated Services - Check Order - User |
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DocPrep - User Can Prepare Documents |
DocPrep - Administrator DocPrep - User |
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ImagingID - User Can Access Image Capture |
ImagingID - User |
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Portico - Reports (Tools) - App Queue Purge Summary Rpt - Menu Option |
Portico - Security - Administrator Portico- Security - View Only Portico - Profiles - Administrator Portico - Profiles - View Only Portico - Tools - Messages |
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Portico - Reports (Tools) - App Queue Purge Summary Rpt - View All |
Portico - Security - Administrator Portico- Security - View Only Portico - Profiles - Administrator Portico - Profiles - View Only Portico - Tools - Messages |
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Portico - System - Menu Option |
Portico - Profiles - View Only Portico - Profiles - Administrator |
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Portico - System - Purge Criteria - Menu Option |
Portico - Profiles - View Only Portico - Profiles - Administrator |
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Portico - System - Purge Criteria - View Only |
Portico - Profiles - View Only Portico - Profiles - Administrator |
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Portico - System - Purge Criteria - Maintain |
Portico - Profiles - Administrator |