Set Up Access to Application Tabs

You can control whether or not the users who belong to a security role have access to standard and user-defined tabs in hubs and Chart of Accounts Settings.

When you do not give a role access to a tab, the tab and all its fields are hidden from users who belong to the role. For more information about what happens when you hide a tab and the fields that are secured or locked on a hidden tabs, see Hiding Tabs inVantagepoint.

This topic provides instructions on how to give access to hub tabs in Settings > Security > Roles. You can also use Screen Designer to hide or display hub tabs for a role. From either location, you accomplish the same thing. From Roles Security, you hide tabs separately for each role. From Screen Designer, you hide a tab from multiple roles at the same time. For instructions on how to hide a tab using Screen Designer, see: Hide a Tab in Vantagepoint (Screen Designer).

You can also use Screen Designer to hide specific fields from roles, rather than hiding a whole tab. For more details, see Hiding and Securing Fields in Vantagepoint.

To specify the tabs that a role can access:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. On the Roles form, select a role.
  3. On the Access Rights tab, select Application Tabs in the Functional Area field.
  4. To allow the role full access to all tabs, select the Full Access to All Application Tabs check box.
    The change is saved automatically and you are done with this procedure.
  5. To allow the role access to only the tabs that you specify, click + Add/Remove below the Tabs for this Role grid, and then complete one of the following actions on the Application Tabs dialog box:
    OptionDescription
    To give access In the Available tabs section, select each tab to which you are granting access, or click Add All. The tabs are moved to the Selected Tabs section.
    To remove access In the Selected Tabs section, click at the end of the row for each tab that you are removing from access, or click Remove All. The tabs are moved to the Available Tabs section.
  6. Click Save on the dialog box.