Offline Processing Security Groups and Permissions
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To allow users to use Offline Processing, you must assign one of the pre-defined security groups or a credit union-defined security group to your Portico.
- On the Portico Explorer Bar, select Administration > Security > User Maintenance > Users.
- On the Users - List window, select the personnel that use the functionality. Then, select the Security Groups button.
- 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.
- Select Save.
- Inform the users to log off and log back into Portico to view the new settings.
The pre-defined security groups contain the following list of permissions. You can also create your own security group using any of these permissions.
| Permissions | Security Groups |
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OfflineProcessing - Explorer Offline Processing Menu Option Does not determine if Financial Activity menu with Offline Processing option appears on explorer bar. User must be assigned to a security group with one or more of the permissions listed in the following rows: |
Offline Processing - Process Offline Transactions Offline Processing - Post Offline Transactions Offline Processing - Correct Rejected Offline Transactions Offline Processing - Store and Forward Access |
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OfflineProcessing - Process Offline Transactions |
Offline Processing - Process Offline Transactions |
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OfflineProcessing - Post Offline Transactions |
Offline Processing - Post Offline Transactions |
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OfflineProcessing - Correct Rejected Offline Transactions |
Offline Processing - Correct Rejected Offline Transactions |
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OfflineProcessing - Store and Forward Access |
Offline Processing - Store and Forward Access |