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, select Administration > Security > User Maintenance > Users.
2. On the Users - List window, select the personnel that use the functionality. Then, select the Security Groups button.
3. 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.
4. Select Save.
5. Inform the users to log off and log back into Portico to view the new settings.

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