Member Maintenance Overview

Portico lets you review and maintain basic member identification information, member notes and messages, and member relationships.

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

Permissions	Security Groups
Portico - Explorer Member Services Menu Option Does not determine if Member Services menu appears on explorer bar	Portico - All Functions – View Only Portico – Explorer Navigation Portico - User
Portico - Explorer Member Information Menu Option Determines if Member Services menu with Member Information option appears on explorer bar	Portico - All Functions – View Only Portico – Explorer Navigation Portico - User