Setting Up a User

The User - New/Copy/Update window lets you set up the basic security information for a user. To open the User - New/Copy/Update window, under Administration on the Portico Explorer Bar, click Security. On the Security top menu bar, click User Maintenance, then click Users. The Users - List window appears.

• To add a new user, click New. The User - New window appears for you to set up the new user.
• To modify the base information for an existing user, click the name of the user to open the User - Update window.
• To add a new user by copying an existing user, select the user, then click Copy. The User - Copy window appears.

How do I? and Field Help

Complete the following fields to set up a new user.

Field	Description
First Name	The first name of the user. Required field. Length: 40 alphanumeric
Middle Name	The middle name of the user. Length: 40 alphanumeric
Last Name	The last name of the user. Required field. Length: 40 alphanumeric
Title	The user's title at the credit union. The title will appear on the Currency Transaction Report. Length: 25 alphanumeric
Email Address	The user's email address. Changes to a user's email address on the User - Update window will generate an email to both the old and new email addresses to verify that the change was made intentionally. A warning message notifies you when you apply changes to an existing user who has an email address that is already tied to another credit union user. The email address will appear on the Envelopes – Address tab for a Hosted Signer if your credit union uses Web Signatures for Credit Unions. This field is required if the Allow to be Signing Host check box is selected. When a user enrolls in Fiserv Single Sign-In, Fiserv disables the Email Address field on the User - Update window. To update the email address, you must unenroll the user. On the User-Update window for the user, select the Un-Enroll button to unenroll the user and enable the Email Address field. When a password reset is requested, the temporary password will be automatically emailed to the user. Length: 100 alphanumeric
User ID Extension	The extension of the user ID entered as part of the user ID logon. The extension is generally the initials of the user. Required field. Length: 5 alphanumeric
Fiserv Single Sign-In	Indicates if the user is enrolled in Fiserv Single Sign-In and the date and time they enrolled. When a user enrolls in Fiserv Single Sign-In, Fiserv disables the Email Address field on the User - Update window. To update the email address, you must unenroll the user. On the User-Update window for the user, select the Un-Enroll button to unenroll the user and enable the Email Address field.
Status	Click the Active option to identify users that are current employees of your credit union. A user must log into Portico every 30 days using this ID in order to maintain an Active status. Resetting a password will not keep a user ID in an Active status. The Suspended option identifies users that are temporarily suspended from using Portico. A user ID with this status cannot log into Portico. This status can be set by Portico when a user unsuccessfully tries to log into Portico 5 times. To activate a suspended user ID, click the Active option. A user ID with a Suspended status will change to Inactive after 30 days of no login activity. The Inactive option identifies users that cannot log into Portico. An Active user ID is automatically changed to Inactive after 30 days of no login activity. Delete Pending identifies users that should be deleted once their associated history is purged. Users with a status of Delete Pending cannot log into Portico and will be purged automatically on the last Saturday of every month, if the history associated with the user ID has already purged and all tasks assigned to the user have been assigned to another user. An Inactive user ID is automatically changed to Delete Pending after 90 days of no login activity. Required field.
Client Session Time Out	The number of minutes of inactivity that may occur before the user must re-log into Portico. Length: 3
Time Zone	Select the time zone associated with the user from the Time Zone drop-down list. Required field.
Daylight Savings	Select the Daylight Savings check box to indicate if the user's location follows daylight savings.
Allow to be Signing Host	If your credit union uses Web Signatures for Credit Unions, select the Allow to be Signing Host check box to designate the employee as the signing host when the Type field is Hosted Signer on the Envelopes - Address tab. Signing Hosts must know the DocuSign account password for the credit union. If selected, the E-Mail Address field is required.

Click Apply if changes were made to the User – Update window (such as changing the time zone). Portico saves the changes and remains on the User – Update window. Click Save button to save the information if there are no modifications to be made. Portico will automatically close the window and display the Users - List window. A warning message notifies you when save a new user with an email address that is already tied to another credit union user. After your credit union enables Fiserv Single Sign-In and the optional enrollment period has expired, the email address must be unique for each user. If you attempt to update the User - Update window for a user that is assigned an email address used by another, an error message appears.

To generate an initial temporary password for the new user, select the user row on Users - List window and click Reset Password. The temporary password generated by Portico will only be valid for 15 minutes. If the user attempts to enter the temporary password after 15 minutes, it will not work, and your credit union administrator will need to generate a new temporary password. If a user is enrolled in Portico Single Sign-In, a credit union administrator can no longer reset the user's password. An error message appears if a credit union administrator selects the Reset Password button for an active user enrolled in Fiserv Single Sign-In. The user must use the Portico Self Service Password Reset functionality to reset their password.

Click Delete if you have incorrectly added a new user. Portico will delete the new user and display the Users - List window.

Click Cancel to close the window and display the Users – List window. If you added a new user by copying an existing user, Portico will not cancel the copy function after you clicked Apply, it will only close the window and display the Users – List window.

The Last Password Change field lists the date and time the user's password was last changed.

The Failed Attempts field indicates the number of failed login attempts. The system will automatically suspend a user after 5 failed login attempts. The Last Failed Logon Reason field provides an indication on why a user was unable to log into Portico.

Click the User Status Report icon button to view a summary report of the user’s settings.

Use the icon buttons at the bottom of the window to set up the user's preferences, security groups and more.

• Click the User Profile icon button to open the User Profile - Update window and modify the user's preferences, logon settings and window options.
• Click the Security Restrictions icon button to open the Security Restrictions window and set up or modify the user's restrictions.
• Click the Security Groups icon button to open the Security Groups window and assign or modify the user to a security group.
• Click the Override/Approval Groups icon button to open the Override/Approval Groups window and assign or modify the user to an override group. If you added a new user by copying an existing user, be sure to adjust the priority of the new user on the Override/Approval Groups – Update window. The priority determines where the user will appear in the drop-down list of approvers. The system will automatically add the user to the end of the list.
• Click the Employee Restrictions – Associated Accounts icon button to open the Accounts Associated With window and add or modify employee member accounts that are restricted from the user.
• Click the Print Profile Preferences icon button to open the Print Profile - Preferences window and set up or modify the user’s print preferences.
• Click the My Reports icon button to open the My Reports window and set up or modify the user's reports they can view.

The following diagram describes the different user statuses and Portico’s process for changing a user status to Inactive or Delete Pending.

To add a new user by copying an existing user, select the user on the Users - List window, then click Copy. The User - Copy window appears with the name of the user that the settings will be copied from. The fields on the User - Copy window will be blank except for the Title field, Session Time Out field, Time Zone field, and Daylight Savings Time check box (checked/unchecked). You can enter the new user’s information such as name, email address and user ID extension in the blank fields. You can click the User Status Report icon button to view details of the existing user’s data and confirm that this is the appropriate user from which to copy.

To complete the copy process, enter the new user’s information in the fields provided, then click Apply. Once you click Apply, Portico will copy the following settings to the new user and the window will change from User - Copy to User - Update:

• User Profile options*
• Print Profile – Preferences options (not including Signature Name field on Checks tab)
• Override/Approval Groups – user assignment
• My Reports selections
• Security Group - user assignment
• Security Restrictions

*The following information from the User Profile dialog box will not be copied to the new user:

• Teller default settings on User Profile – Security tab
• ID and passwords on User Profile – Logons tab
• Options from User Profile – Imported Files tab
• Default options from User Profile – My Queue tab if Owner/Department field is the user name
• Department level notification options from User Profile – My Queue tab
• Sound file selections, internal notification options, and external notification options from User Profile – My Queue tab
• Sound file selections from User Profile – Session Management tab

Password Requirements

A user must change their Portico password every 90 days. The maximum failed attempts is 5. Portico requires that all user passwords meet the following criteria:

• Minimum of 9 characters.
• Maximum of 30 characters.
• Must use both upper and lower case characters.
• Must use both alpha and numeric characters.
• Must contain at least one of the following: ! @ # $ % ^ & * ( ) _ + -
• Cannot contain more than two repeating characters consecutively.
• Cannot contain your Portico login ID.
• Cannot contain the word Fiserv or any upper and lower case combination of Fiserv.
• Cannot contain the word password.
• Same password cannot be reused within the last 14 password changes.

Portico sends password expiration reminders to the user email address defined on the User - Update window beginning ten days prior to the user’s password expiration. Portico sends a reminder email daily until the user changes their password or until the user ID becomes inactive.