Shares Security Groups and Permissions

To setup and administer share types and share rate changes, users must be assigned to a pre-defined security group or you can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permissions	Security Groups
Portico - Products (Profiles) - Menu Option	Portico - Profiles - Administrator Portico - Profiles - View Only
Portico - Products (Profiles) - Shares - Menu Option	Portico - Profiles - Administrator Portico - Profiles - View Only
Portico - Products (Profiles) - Shares - View Only	Portico - Profiles - Administrator Portico - Profiles - View Only
Portico - Products (Profiles) - Shares - Maintain	Portico - Profiles - Administrator
Portico - Rate Changes - Menu Option	Portico - Tools - Rate Change
Portico - Rate Changes - Shares - Menu Option	Portico - Tools - Rate Change
Portico - Rate Changes - Shares - View Only	Portico - Tools - Rate Change
Portico - Rate Changes - Shares - Maintain	Portico - Tools - Rate Change

To access a member's share information, 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.

Permissions	Security Groups
MbrInfo - (Account Info) Shares - Tab - View Only	Teller - Basic Teller - Advanced Member Services - User
Shares - Button - New Share – Maintain	Member Services - User
Shares - Tab - General – View Only	Teller - Basic Teller - Advanced Member Services - User
Shares - Tab - General - Maintain	Member Services - User
MbrInfo - History - User Can Access Member History	Teller - Basic Teller - Advanced Member Services - User
ShDraft - Return History - User Can Delete Draft Return History
MbrInfo - HomeBanking/Bill Pay - User Can Maintain Share Close and Transfer Only	Member Services - User
Shares - Tab - Hold Summary - View Only	Teller - Basic Teller - Advanced Member Services - User
Shares - Tab - Hold Summary - Maintain	Member Services - User
Shares - Tab - Holds Detail - View Only	Teller - Basic Teller - Advanced Member Services - User
Shares - Tab - Holds Detail – Maintain	Member Services - User
MbrInfo - Pledge Information - Maintain	Member Services - User
Shares - Tab - Activity - View Only	Teller - Basic Teller - Advanced Member Services - User
Shares - Tab - Activity – Maintain	Member Services - User
Shares - Tab - Fees/Charge Off - View Only	Teller - Basic Teller - Advanced Member Services - User
Shares - Tab - Fees/Charge Off – Maintain	Member Services - User
Shares - Field - Flex Fee and Fee Information - Maintain	Member Services - User
Shares – Tab – Promise – View Only	Teller - Basic Teller - Advanced Member Services - User
Shares – Tab – Promise – Maintain	Member Services - User
Shares – Tab – Collections – Maintain	Member Services - User
Shares - Tab - Draft Info - View Only	Teller - Basic Teller - Advanced Member Services - User
Shares - Tab - Draft Info – Maintain	Member Services - User
MbrInfo - User Can Access Welcome Kit	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - ShDraft - Stop Pays - View Only	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - ShDraft - Stop Pays - Maintain	Member Services - User
FinancialTxns - Deposits, Withdrawals, Payments, Transfers	Teller - Basic Teller - Advanced
FinancialTxns - Share and Loan Transfers	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Payments and Deposits for Multiple Members	Teller - Basic Teller - Advanced
FinancialTxns - Close Share Account	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Single Deposit - Share Withdrawal	Teller - Basic Teller - Advanced
FinancialTxns - Single Deposit - Share Deposit	Teller - Basic Teller - Advanced