Setting Up User Access

To use Collections, you must assign the Collections – Administrator, Collections – User, 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.

You can use one of the following pre-defined security groups or create your own security groups.

Permissions	Security Permissions
Coll - Explorer Menu Option Does not determine if Collections menu appears on explorer bar	Collections - User Collections - Administrator
Coll - Explorer Debt Management - Menu Option Determines if Collections menu appears with Debt Management option on explorer bar	Collections - User Collections - Administrator
Coll - Debt Management - Tickler - View Only	Collections - User Collections - Administrator
Coll – Field – Tickler Collection ID – Maintain	Collections - User Collections - Administrator
Coll - Debt Management - Collection Detail - View Only	Collections - User Collections - Administrator
Coll - Debt Management - Collection Detail - Maintain	Collections - User Collections - Administrator
Coll – Debt Management - Letters Queue – View	Collections - User Collections - Administrator
Coll – Debt Management - Letters Queue – Button – Print Letters	Collections - User Collections - Administrator
Coll – Debt Management - Letters Queue – Button – Delete	Collections - User Collections - Administrator
Coll – Debt Management – Letters Queue – Button – Image Letters	Collections - User Collections - Administrator
Imaging Documents – User Can Access Collections Repository	Imaging Documents – Collections Repository
MbrInfo – ATM Card – Maintain MbrInfo – ATM Card – View Only MbrInfo – Debit Card – Maintain MbrInfo – Debit Card – View Only	Member Services – User
ContactManager – Actions – Menu Option	ContactManager - User ContactManager – Supervisor ContactManager - Administrator - View Only ContactManager – Administrator EventTracking - User EventTracking - Administrator
Coll - Explorer Administration - Menu Option Determines if Collections menu appears with Administration menu on explorer bar	Collections - User Collections - Administrator
Coll - Maintenance - Menu Option	Collections - User Collections - Administrator
Coll - Maintenance - Auto Transfer - Menu Option	Collections - Administrator
Coll - Maintenance - Auto Transfer - View Only	Collections - Administrator
Coll - Maintenance - Auto Transfer - Maintain	Collections - Administrator
Coll - Maintenance - Account Assignment - Menu Option	Collections - Administrator
Coll - Maintenance - Account Assignment - View Only	Collections - Administrator
Coll - Maintenance - Account Assignment - Maintain	Collections - Administrator
Coll - Maintenance - Account Transfer - Menu Option	Collections - Administrator
Coll - Maintenance - Account Transfer - View Only	Collections - Administrator
Coll - Maintenance - Account Transfer - Maintain	Collections - Administrator
Coll - Maintenance - ID Maintenance - Menu Option	Collections - Administrator
Coll - Maintenance - ID Maintenance - View Only	Collections - Administrator
Coll - Maintenance - ID Maintenance - Maintain	Collections - Administrator
Coll - Maintenance - Standard Messages - Menu Option	Collections - User Collections - Administrator
Coll - Maintenance - Standard Messages - View Only	Collections - User Collections - Administrator
Coll - Maintenance - Standard Messages - Maintain	Collections - User Collections - Administrator
Coll - Maintenance - Purge Accounts - Menu Option	Collections - Administrator
Coll - Maintenance - Purge Accounts - View Only	Collections - Administrator
Coll - Maintenance - Purge Accounts - Maintain	Collections - Administrator
Coll - Agency - Menu Option	Collections - Administrator
Coll - Agency - Maintenance - Menu Option	Collections - Administrator
Coll - Agency - Maintenance - View Only	Collections - Administrator
Coll - Agency - Maintenance - Maintain	Collections - Administrator
Coll - Agency - Transfer - Menu Option	Collections - Administrator
Coll - Agency - Transfer - View Only	Collections - Administrator
Coll - Agency - Transfer - Maintain	Collections - Administrator
Coll - Explorer ID Security - Menu Option Determines if Collections menu with ID Change option appears on explorer bar	Collections - Administrator
Portico – Lists – Promise Status– Maintain	Portico – Customization - Administrator
Portico – Lists – Promise Status – Menu Option	Portico – Customization - Administrator Portico – Customization – View Only
Portico – Lists – Promise Status – View Only	Portico – Customization - Administrator Portico – Customization – View Only