IRA Security Groups and Permissions

To access the IRA 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 - (Account Info) IRAs - Tab - View Only	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - (Account Info) IRAs - Tab - Maintain	Member Services - User
IRAs - Button - IRA Profile - View Only	Teller - Basic Teller - Advanced Member Services - User
IRAs - Button - IRA Profile - Maintain	Member Services - User