Security Groups and Permissions
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To allow users to use the Adjustments tab, you must assign one of the pre-defined security groups or a credit union-defined security group to your Portico users.
- On the Portico Explorer Bar, select Administration > Security > User Maintenance > Users.
- On the Users - List window, select the personnel that use the functionality. Then, select the Security Groups button.
- On the Security Groups window, select the desired security groups from the "Not a member of these user groups" list box. Then, select the left arrow.
- Select Save.
- Inform the users to log off and log back into Portico to view the new settings.
The pre-defined security groups contain the following list of permissions. You can also create your own security group using any of these permissions.
| Permissions | Security Groups |
|---|---|
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FinancialTxns - Adjustments Tab |
Teller - Advanced Member Services - User |
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FinancialTxns - Adjustments - Share Deposit from General Ledger |
Teller - Advanced Member Services - User |
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FinancialTxns - Adjustments - Share Withdrawal to General Ledger |
Teller - Advanced Member Services - User |
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FinancialTxns - Adjustments - Certificate Deposit from General Ledger |
Teller - Advanced Member Services - User |
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FinancialTxns - Adjustments - Certificate Withdrawal to General Ledger |
Teller - Advanced Member Services - User |
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FinancialTxns - Adjustments - Loan Payment from General Ledger |
Teller - Advanced Member Services - User |
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FinancialTxns - Adjustments - Loan Advance |
Teller - Advanced Member Services - User |
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FinancialTxns - Adjustments - Loan Interest Correction |
Teller - Advanced Member Services - User |
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FinancialTxns - Adjustments - Dividend Adjustment |
Teller - Advanced Member Services - User |
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FinancialTxns - Adjustments - Member Journal Voucher |
Teller - Advanced Member Services - User |