Security Groups and Permissions

To allow users to use the Transactions tab, you must assign one of the pre-defined security groups or a credit union-defined security group to your Portico users.

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.

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
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 - Money Orders	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Travelers Checks and Miscellaneous Tracked Forms	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Bond Redemption	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Vendor Credit Card, Mortgage & Education Payments	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Close Share Account	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Certificates - Add Ons	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Certificates - Surrenders	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Field - Partial Surrender - Maintain	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Field - Protect Original Balance - Maintain	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Single Loan Payoff	Teller - Basic Teller - Advanced
FinancialTxns - IRA Withdrawal to Beneficiary	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Teller Sales/General Ledger	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Field - Teller Sales GL - Maintain If a user does not belong to a security group containing the FinancialTxns - Field - Teller Sales GL - Maintain permission, the Transactions - Teller Sales/General Ledger tab will not be available for that user in Offline Processing and Store and Forward Processing.	Teller - Basic Teller - Advanced Member Services - User
FinancialTxns - Miscellaneous Teller Disbursals	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
FinancialTxns - Single Deposit - Loan Payment	Teller - Basic Teller - Advanced
FinancialTxns - Field - Principal Only Payment - Maintain	Teller - Advanced
FinancialTxns - Single Deposit - Loan Advance	Teller - Basic Teller - Advanced