Lending Security Groups
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To access the loan 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 for lending. 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:
- 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.
- 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.
- 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.
- The users must now log off and log back into Portico.
| Permission | Security Group |
|---|---|
| Loans - Button - Adjustable Rate Info - Maintain | Lending - Manager Lending - Officer |
| Loans - Button - Adjustable Rate Info - View | Lending - Clerk Lending - Manager Lending - Officer |
| Loans - Button - Change Type - Maintain |
Lending - Manager |
| Loans - Button - Change Type - View Only |
Lending - Clerk |
| Loans - Button - Charge Off - Maintain |
Lending - Manager |
| Loans - Button - Charge Off - View Only |
Lending - Clerk |
| Loans - Button - MLS Loan History | |
| Loans - Button - Payment Entry Details - Maintain |
Lending - Manager |
| Loans - Button - Payment Entry Details - View Only |
Lending - Clerk |
| Loans - Button - Payoff - Maintain | Lending - Clerk Lending - Manager Lending - Officer |
| Loans - Button - Payoff - View Only | Lending - Clerk Lending - Manager Lending - Officer |
| Loans - Button - Residual/Balloon Pmts - Maintain |
Lending - Manager |
| Loans - Button - Residual/Balloon Pmts - View |
Lending - Clerk |
| Loans - Field - BSA Exempt Expire Date - Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Credit Limit - Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Credit Score - View Restricted | Loan Level Credit Score - User is View Restricted |
| Loans - Field - Due Date - Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Statement Lead Days – Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Exclude From Late Charges - Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Flat Amount to Principal - Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Loan Officer - Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Open/Closed Plan - Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Participation Information - Participant Correction - Maintain | Lending - Administrator |
| Loans - Field - Payment Amount - Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Method - Maintain | Lending - Manager Lending - Officer |
| Loans - Field - Hold on Loan - Maintain | Lending - Manager Lending - Officer |
| Loans - Fields - Coupons Info - Maintain | Lending - Manager Lending - Officer |
| Loans - Fields - Original Loan Info - Maintain | Lending - Manager Lending - Officer |
| Loans - Tab - Amortization - Maintain | Lending - Manager Lending - Officer |
| Loans - Tab - Amortization - View Only |
Lending - Clerk |
| Loans - Tab - Borrowers/References - Maintain |
Lending - Manager |
| Loans - Tab - Borrowers/References - View Only |
Lending - Clerk |
| Loans - Tab - Collateral Info - Maintain |
Lending - Manager Lending - Officer |
| Loans - Tab - Collateral Info - View Only |
Lending - Clerk |
| Loans - Tab - Collections - Maintain |
Lending - Manager |
| Loans - Tab - Collections - View Only |
Lending - Clerk |
| Loans - Tab - Credit Bureau - Maintain |
Lending - Manager |
| Loans - Tab - Credit Bureau - View Only |
Lending - Clerk |
| Loans - Tab - CU-Defined - Maintain |
Lending - Manager |
| Loans - Tab - CU-Defined - View Only |
Lending - Clerk |
| Loans - Tab - Delinquency - Maintain |
Lending - Manager |
| Loans - Tab - Delinquency - View Only |
Lending - Clerk |
| Loans - Tab - Escrow Info - Maintain |
Lending - Manager |
| Loans - Tab - Escrow Info - View Only |
Lending - Clerk |
| Loans - Tab - General - Maintain |
Lending - Manager |
| Loans - Tab - General - View Only |
Lending - Clerk |
| Loans - Tab - Indirect Loan - Maintain |
Lending - Manager |
| Loans - Tab - Indirect Loan - View Only |
Lending - Clerk |
| Loans - Tab - Insurance - Maintain |
Lending - Manager |
| Loans - Tab - Insurance - View Only |
Lending - Clerk |
| Loans - Tab - Interest/Charges - Maintain |
Lending - Manager |
| Loans - Tab - Interest/Charges - View Only |
Lending - Clerk |
| Loans - Tab - Loan Drafts - Maintain |
Lending - Manager |
| Loans - Tab - Loan Drafts - View Only |
Lending - Clerk |
| Loans - Tab - Mortgage Info - Maintain |
Lending - Manager |
| Loans - Tab - Mortgage Info - View Only |
Lending - Clerk |
| Loans - Tab - Participation - Maintain |
Lending - Administrator |
| Loans - Tab - Participation - View Only |
Lending - Administrator |
| Loans - Tab - Payment - Maintain |
Lending - Manager |
| Loans - Tab - Payment - View Only |
Lending - Clerk |
| Loans - Tab - Pledges - Maintain |
Lending - Manager |
| Loans - Tab - Pledges - View Only |
Lending - Clerk |
| Loans - Tab - Promise - Maintain |
Lending - Manager |
| Loans - Tab - Promise - View Only |
Lending - Clerk |
| Loans - Tab - Student Loan - Maintain |
Lending - Manager |
| Loans - Tab - Student Loan - View Only |
Lending - Clerk |
| Loans - Tab - Vehicle Info - Maintain |
Lending - Manager |
| Loans - Tab - Vehicle Info - View Only |
Lending - Clerk |
| MbrInfo - (Account Info) Loans - Tab - View Only |
Lending - Clerk |
| Lending - Explorer Administration Menu Option Determines if Lending menu with Administration option appears on explorer bar |
Lending - Manager |
| Lending - Explorer FICS Menu Option Determines if Lending menu appears on explorer bar |
Integrated Services - FICS - Mortgage Accountant |
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Lending - Explorer Lending Menu Option Does not determine if Lending menu appears on explorer bar |
Lending - Clerk |
| Lending - Explorer Loancierge Menu Option Determines if Lending menu with Loancierge option appears on explorer bar |
Loancierge - User |
| Lending - Explorer New Loan Menu Option Determines if Lending menu with New Loan option appears on explorer bar |
Lending - Clerk |
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Lending - FICS - Menu Option |
Integrated Services - FICS - Mortgage Accountant |
| Lending - FICS - Mortgage Accountant Administration - Maintain |
Integrated Services - FICS - Mortgage Accountant |
| Lending - FICS - Mortgage Accountant Administration - Menu Option |
Integrated Services - FICS - Mortgage Accountant |
| Lending - FICS - Mortgage Accountant Administration - View Only |
Integrated Services - FICS - Mortgage Accountant |
| Lending - FICS - Mortgage Accountant Tab - Maintain |
Integrated Services - FICS - Mortgage Accountant |
| Lending - FICS - Mortgage AccountantTab - View Only |
Integrated Services - FICS - Mortgage Accountant |
| Lending - FICS - Mortgage Servicer Administration - Maintain |
Integrated Services - FICS - Mortgage Servicer |
| Lending - FICS - Mortgage Servicer Administration - Menu Option | Integrated Services - FICS - Mortgage Servicer Portico - All Functions - View Only |
| Lending - FICS - Mortgage Servicer Administration - View Only | Integrated Services - FICS - Mortgage Servicer Portico - All Functions - View Only |
| Lending - FICS - Mortgage Servicer Tab - Maintain |
Integrated Services - FICS - Mortgage Servicer |
| Lending - FICS - Mortgage Servicer Tab - View Only |
Integrated Services - FICS - Mortgage Servicer |
| Lending - Indirect Lending - Dealer Adjustments - Maintain | Lending - Manager |
| Lending - Indirect Lending - Dealer Adjustments - Menu Option | Lending - Manager |
| Lending - Indirect Lending - Dealer Information - Maintain | Lending - Manager |
| Lending - Indirect Lending - Dealer Information - Menu Option | Lending - Manager |
| Lending - Indirect Lending - Dealer Information - View Only | Lending - Manager |
| Lending - Indirect Lending - Flat Fee Schedule - Maintain | Lending - Manager |
| Lending - Indirect Lending - Flat Fee Schedule - Menu Option | Lending - Manager |
| Lending - Indirect Lending - Flat Fee Schedule - View Only | Lending - Manager |
| Lending - Indirect Lending - Menu Option | Lending - Manager |
| Lending - Indirect Lending - Reserve Information - Maintain | Lending - Manager |
| Lending - Indirect Lending - Reserve Information - Menu Option | Lending - Manager |
| Lending - Indirect Lending - Reserve Information - View Only | Lending - Manager |
| Lending - Participation Loans - Check Disbursal - Maintain |
Lending - Administrator |
| Lending - Participation Loans - Check Disbursal - Menu Option |
Lending - Administrator |
| Lending - Participation Loans - Loans Associated to Participant - View Only | Lending - Administrator Lending - Clerk Lending - Manager |
| Lending - Participation Loans - Menu Option | Lending - Administrator Lending - Clerk Lending - Manager |
| Lending - Participation Loans - New Participant - Maintain | Lending - Administrator Lending - Manager |
| Lending - Participation Loans - New Participant - Menu Option | Lending - Administrator Lending - Manager |
| Lending - Participation Loans - Participant Disbursal History - Maintain |
Lending - Administrator |
| Lending - Participation Loans - Participant Disbursal History - Menu Option | Lending - Administrator Lending - Clerk Lending - Manager |
| Lending - Participation Loans - Participant Disbursal History - View Only | Lending - Administrator Lending - Clerk Lending - Manager |
| Lending - Participation Loans - Participant Information - Maintain |
Lending - Administrator |
| Lending - Participation Loans - Participant Information - Menu Option | Lending - Administrator Lending - Clerk Lending - Manager |
| Lending - Participation Loans - Participant Information - View Only | Lending - Administrator Lending - Clerk Lending - Manager |
| Lending - Participation Loans - Participants - Maintain |
Lending - Administrator |
| Lending - Participation Loans - Participants - Menu Option | Lending - Administrator Lending - Clerk Lending - Manager |
| Lending - Participation Loans - Participants - View Only | Lending - Administrator Lending - Clerk Lending - Manager |