Setting Up User Access
|
|
|
To allow users to use Network Balancing, you must assign a pre-defined security group, 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 Groups |
|---|---|
|
Operations - Explorer Menu Option |
Network Balancing – Cardholder |
|
Operations - Explorer Network Balancing - Menu Option |
Network Balancing – Cardholder |
|
ANB - Cardholder Balancing - Menu Option |
Network Balancing – Cardholder |
|
ANB - Cardholder Balancing - CardHolder - Menu Option |
Network Balancing – Cardholder |
|
ANB - Cardholder Balancing - CardHolder - View Only |
Network Balancing – Cardholder |
|
ANB - Cardholder Balancing - CardHolder – Maintain |
Network Balancing – Cardholder |
|
ANB - Cardholder Balancing - Exceptions - Menu Option |
Network Balancing – Cardholder Network Balancing - Exceptions |
|
ANB - Cardholder Balancing - Exceptions - View Only |
Network Balancing – Cardholder Network Balancing - Exceptions |
|
ANB - Cardholder Balancing - Exceptions - Maintain |
Network Balancing – Cardholder Network Balancing - Exceptions |
|
ANB - Cardholder Balancing - GL Moves - Menu Option |
Network Balancing – Cardholder Network Balancing - Exceptions |
|
ANB - Cardholder Balancing - GL Moves - View Only |
Network Balancing – Cardholder Network Balancing - Exceptions |
|
ANB - Cardholder Balancing - GL Moves - Maintain |
Network Balancing – Cardholder Network Balancing - Exceptions |
|
ANB - Terminal Balancing - Menu Option |
Network Balancing - Terminal |
|
ANB - Terminal Balancing - Daily Cash Moves - Menu Option |
Network Balancing - Terminal |
|
ANB - Terminal Balancing - Daily Cash Moves - View Only |
Network Balancing - Terminal |
|
ANB - Terminal Balancing - Daily Cash Moves - Maintain |
Network Balancing - Terminal |
|
ANB - Terminal Balancing - Suspect Transactions Detail - Menu Option |
Network Balancing - Terminal |
|
ANB - Terminal Balancing - Suspect Transactions Detail - View Only |
Network Balancing - Terminal |
|
ANB - Terminal Balancing - Suspect Transactions Detail - Maintain |
Network Balancing - Terminal |
|
ANB - Terminal Balancing - Cash Activity After Balancing - Menu Option |
Network Balancing - Terminal |
|
ANB - Terminal Balancing - Cash Activity After Balancing - View Only |
Network Balancing - Terminal |
|
ANB - Terminal Balancing - Cash Activity After Balancing - Maintain |
Network Balancing - Terminal |
|
ANB - Deposit Balancing - Menu Option |
Network Balancing - Terminal |
|
ANB - Deposit Balancing - Deposit/Payment Enclosed Detail - Menu Option |
Network Balancing - Terminal |
|
ANB - Deposit Balancing - Deposit/Payment Enclosed Detail - View Only |
Network Balancing - Terminal |
|
ANB - Deposit Balancing - Deposit/Payment Enclosed Detail - Maintain |
Network Balancing - Terminal |
|
ANB - Miscellaneous - Menu Option |
Network Balancing – Cardholder |
|
ANB - Miscellaneous - Balancing Status - Menu Option |
Network Balancing – Cardholder |
|
ANB - Miscellaneous - Balancing Status - View Only |
Network Balancing – Cardholder |
|
ANB - Miscellaneous - Balancing Status - Maintain |
Network Balancing – Cardholder |
|
ANB - Miscellaneous - Unable to Complete - Menu Option |
Network Balancing – Cardholder |
|
ANB - Miscellaneous - Unable to Complete - View Only |
Network Balancing – Cardholder |
|
ANB - Miscellaneous - Provisional Memo - Menu Option |
Network Balancing – Cardholder |
|
ANB - Miscellaneous - Provisional Memo - View Only |
Network Balancing – Cardholder |
|
ANB - Miscellaneous - Provisional Memo - Maintain |
Network Balancing – Cardholder |
|
ANB - Administration - Menu Option |
Network Balancing – Cardholder |
|
ANB - Administration - Network Teller Control - Menu Option |
Network Balancing – Cardholder |
|
ANB - Administration - Network Teller Control - View Only |
Network Balancing – Cardholder |
|
ANB - Administration - Network Teller Control – Maintain |
Network Balancing – Cardholder |
|
ANB - Administration - New Network Teller Control - Menu Option |
Network Balancing – Cardholder |
|
ANB - Administration - New Network Teller Control - Maintain |
Network Balancing – Cardholder |
|
ANB - Administration - ATM Terminal Maintenance - Menu Option |
Network Balancing - Terminal |
|
ANB - Administration - ATM Terminal Maintenance - View Only |
Network Balancing - Terminal |
|
ANB - Administration - ATM Terminal Maintenance – Maintain |
Network Balancing - Terminal |
|
ANB - Administration - New ATM Terminal - Menu Option |
Network Balancing - Terminal |
|
ANB - Administration - New ATM Terminal - Maintain |
Network Balancing - Terminal |
|
ANB - Administration - ATM Network Settlement Rules - Menu Option |
Network Balancing – Cardholder |
|
ANB - Administration - ATM Network Settlement Rules - View Only |
Network Balancing – Cardholder |
|
ANB - Administration - ATM Network Settlement Rules - Maintain |
Network Balancing – Cardholder |