Security Groups and Permissions
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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, 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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FinancialTxns - Deposits, Withdrawals, Payments, Transfers |
Teller - Basic Teller - Advanced |
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FinancialTxns - Share and Loan Transfers |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Payments and Deposits for Multiple Members |
Teller - Basic Teller - Advanced |
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FinancialTxns - Money Orders |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Travelers Checks and Miscellaneous Tracked Forms |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Bond Redemption |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Vendor Credit Card, Mortgage & Education Payments |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Close Share Account |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Certificates - Add Ons |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Certificates - Surrenders |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Field - Partial Surrender - Maintain |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Field - Protect Original Balance - Maintain |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Single Loan Payoff |
Teller - Basic Teller - Advanced |
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FinancialTxns - IRA Withdrawal to Beneficiary |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Teller Sales/General Ledger |
Teller - Basic Teller - Advanced Member Services - User |
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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 |
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FinancialTxns - Miscellaneous Teller Disbursals |
Teller - Basic Teller - Advanced Member Services - User |
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FinancialTxns - Single Deposit - Share Withdrawal |
Teller - Basic Teller - Advanced |
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FinancialTxns - Single Deposit - Share Deposit |
Teller - Basic Teller - Advanced |
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FinancialTxns - Single Deposit - Loan Payment |
Teller - Basic Teller - Advanced |
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FinancialTxns - Field - Principal Only Payment - Maintain |
Teller - Advanced |
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FinancialTxns - Single Deposit - Loan Advance |
Teller - Basic Teller - Advanced |