Adding New Members and Services

New Members & Services fully automates your member services department with end-to-end new member origination and new product set up for existing members. New member and product origination includes new member setup, new product and service setup, and seamless integration into Portico Cross Sell and Tracking.

The Member Services menu on the Portico Explorer Bar provides access to New Members and Services. The following security groups and permissions support access to the Member Services menu.

Permissions	Security Groups
Portico - Explorer Member Services Menu Option It does not determine if the Member Services menu appears on the explorer bar	Portico - All Functions – View Only Portico – Explorer Navigation Portico - User
Portico - Explorer New Member & Services Menu Option It determines if the Member Services menu with the New Member & Services option appears on the explorer bar	Portico - All Functions – View Only Portico – Explorer Navigation Portico - User