ATM and Debit Card Security Groups

Related Topics

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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
Teller - Advanced
Member Services - User

MbrInfo - ATM Card - Maintain

Teller - Advanced
Member Services - User

MbrInfo - ATM Card - Delete ID - Maintain

Teller - Advanced
Member Services - User

MbrInfo - ATM Card - Allowances/Limits - Maintain

Teller - Advanced
Member Services - User

MbrInfo – ATM Card - User Can Maintain Account Updater Prior Card Information

 

MbrInfo - ATM Card - Ignore Delinquent Loans - Maintain

Teller - Advanced
Member Services - User

MbrInfo - Debit Card - New Debit Card

Member Services - User

MbrInfo - Debit Card - Ignore Delinquent Loans - Maintain

Teller - Advanced
Member Services - User

MbrInfo - Debit Card - Debit Card Issue - View Only

Teller - Basic
Teller - Advanced
Member Services - User

MbrInfo - Debit Card - Debit Card Issue – Maintain

Teller - Advanced
Member Services - User

MbrInfo - Debit Card - Authorized Debit Holds – Maintain

Teller - Advanced
Member Services - User

MbrInfo - Debit Card - Debit Card Issue - Rush Order

 

MbrInfo – Debit Card - View Only

Teller - Basic
Teller - Advanced
Member Services - User

MbrInfo - Debit Card – Maintain

Teller - Advanced
Member Services - User

MbrInfo – Debit Card – Delete ID – Maintain

Teller - Advanced
Member Services - User

MbrInfo – Debit Card – Allowances/Limits – Maintain

Teller - Advanced
Member Services - User

MbrInfo – Debit Card - User Can Maintain Account Updater Prior Card Information

 

MbrInfo – History – User Can Access Member History

Teller - Basic
Teller - Advanced
Member Services - User

MbrInfo - User Can Access Welcome Kit

Member Services - User

Portico – User Can View PAN

Portico – User Can View PAN