Set Up a Security Role for PIM Integration Users

Use the Roles form to provide access to Project Information Management (PIM) tabs in Vantagepoint.

To set up a security role in Vantagepoint that provides access to PIM integration:

  1. In the Navigation pane in Vantagepoint, select Settings > Security > Roles.
  2. Either add a new role or select an existing role that you want to modify.
  3. In the list of menu options on the Overview tab of the Roles form, expand Hubs, expand the first hub with PIM integration to which you want to provide PIM access, and select the PIM menu option.

    For example, to provide access to PIM for the Contacts hub, expand Hubs and Contacts and then select PIM.

  4. Repeat the previous step for each hub to which you want to provide PIM access.
  5. To provide access to the PIM Information Zone, expand Hubs and select Information Zone.
  6. To provide access to the PIM Personal Zone, expand My Stuff and select Personal Zone.
  7. On the Access Rights tab, select Application Tabs in Functional Area.
  8. Select a hub in Application.
  9. Select PIM under Hidden Tabs and click Add to move it to Viewable Tabs.
  10. Repeat steps 5 - 7 for each hub to which you want to provide PIM access.
  11. Click Save.