ATM and Debit Card Security Groups
To access the ATM and Debit Card information tabs and dialog boxes, 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. 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 |
---|---|
MbrInfo - ATM Card - New ATM Card |
Member Services - User |
MbrInfo - ATM/Audio - Card or Pin Issue – Maintain |
Member Services - User |
MbrInfo - ATM/Debit Card - PIN - Maintain |
|
MbrInfo - ATM Card - View Only |
Teller - Basic |
MbrInfo - ATM Card - Maintain |
Teller - Advanced |
MbrInfo - ATM Card - Delete ID - Maintain |
Teller - Advanced |
MbrInfo - ATM Card - Allowances/Limits - Maintain |
Teller - Advanced |
MbrInfo – ATM Card - User Can Maintain Account Updater Prior Card Information |
|
MbrInfo - ATM Card - Ignore Delinquent Loans - Maintain |
Teller - Advanced |
MbrInfo - Debit Card - New Debit Card |
Member Services - User |
MbrInfo - Debit Card - Ignore Delinquent Loans - Maintain |
Teller - Advanced |
MbrInfo - Debit Card - Debit Card Issue - View Only |
Teller - Basic |
MbrInfo - Debit Card - Debit Card Issue – Maintain |
Teller - Advanced |
MbrInfo - Debit Card - Authorized Debit Holds – Maintain |
Teller - Advanced |
MbrInfo - Debit Card - Debit Card Issue - Rush Order |
|
MbrInfo – Debit Card - View Only |
Teller - Basic |
MbrInfo - Debit Card – Maintain |
Teller - Advanced |
MbrInfo – Debit Card – Delete ID – Maintain |
Teller - Advanced |
MbrInfo – Debit Card – Allowances/Limits – Maintain |
Teller - Advanced |
MbrInfo – Debit Card - User Can Maintain Account Updater Prior Card Information |
|
MbrInfo – History – User Can Access Member History |
Teller - Basic |
MbrInfo - User Can Access Welcome Kit |
Member Services - User |
Portico – User Can View PAN |
Portico – User Can View PAN |