Certificate Permissions and Security Groups

To setup and administer certificate types, users must be assigned to a pre-defined security group or you can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permissions	Security Groups
Portico - Products (Profiles) - Menu Option	Portico - Profiles - Administrator Portico - Profiles - View Only
Portico - Products (Profiles) - Certificates - Menu Option	Portico - Profiles - Administrator Portico - Profiles - View Only
Portico - Products (Profiles) - Certificates - View Only	Portico - Profiles - Administrator Portico - Profiles - View Only
Portico - Products (Profiles) - Certificates - Maintain	Portico - Profiles - Administrator
Portico - System - Menu Option	Portico - Profiles - Administrator Portico - Profiles - View Only
Portico - System - Holiday Schedule - Menu Option	Portico - Profiles - Administrator Portico - Profiles - View Only
Portico - System - Holiday Schedule - View Only	Portico - Profiles - Administrator Portico - Profiles - View Only
Portico - System - Holiday Schedule - Maintain	Portico - Profiles - Administrator
Portico - Rate Changes - Menu Option	Portico - Tools - Rate Change
Portico - Rate Changes - Certificates - Menu Option	Portico - Tools - Rate Change
Portico - Rate Changes - Certificates - View Only	Portico - Tools - Rate Change
Portico - Rate Changes - Certificates - Maintain	Portico - Tools - Rate Change

To access a member's certificate information, 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
FinancialTxns - Certificates - Add Ons	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Certificates - Surrenders	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Adjustments - Certificate Deposit from General Ledger	Teller - Advanced Member Services - User
FinancialTxns - Adjustments - Certificate Withdrawal to General Ledger	Teller - Advanced Member Services - User
Certs - Button - New Certificate – Maintain	Member Services - User
MbrInfo - (Account Info) Certs - Tab - View Only	Teller - Basic Teller - Advanced Member Services - User
Certs - Tab - General - View Only	Teller - Basic Teller - Advanced Member Services - User
Certs - Tab - General – Maintain	Member Services - User
MbrInfo - History - User Can Access Member History	Teller - Basic Teller - Advanced Member Services - User
Certs - Button - Change Type – Maintain
Certs - Tab - Interest - View Only	Teller - Basic Teller - Advanced Member Services - User
Certs - Tab - Interest – Maintain	Member Services - User
Certs - Tab - Holds/Pledges - View Only	Teller - Basic Teller - Advanced Member Services - User
Certs - Tab - Holds/Pledges – Maintain	Member Services - User
MbrInfo - Pledge Information - View Only	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - Pledge Information – Maintain	Member Services - User