Fields and Options
Use the Roles form and related dialog boxes to create security roles, assign users to those roles, and specify access rights.
- Related Topics:
- Roles Form
Use the Roles form to establish security rights for each role. These rights determine a role's access to the modules, tabs, templates, reports, and records. In many cases, security rights are hierarchical, meaning that you make a basic choice and then further refine that choice. - Roles Form (Desktop)
Use the Roles form in the desktop application to manage the lookup access rights for roles. - Application Tabs Dialog Box
Use this dialog box in Roles Security Settings to assign access to tabs in Vantagepoint applications. - <Report Name> Columns Dialog Box
Use this dialog box to select the columns that members of a security role can access in a report. - Companies Dialog Box
If your enterprise uses multiple companies, use this dialog box to allow members of a security role to access data for one or more companies. Employees that are assigned to the role can have access to only their home company, or to multiple companies. - Favorite Reports Dialog Box
Use this dialog box in Security Settings to specify security role access for favorite reports. These favorite reports are then available in Reporting (under My Stuff). - Group Fields for <Report Name> Dialog Box
Use this dialog box to select fields that members of a security role can use for groupings in reports. - Reports Dialog Box (Security Roles)
Use this dialog box in Roles Security Settings to assign access to reports for the selected role. - Saved Searches Dialog Box
Use this dialog box to specify the saved searches that a security role can access in lookup fields. - Saved Options Dialog Box
Use this dialog box to assign access right to saved options in reports for the selected security role. - Users Dialog Box
Use this dialog box to add users to, or remove users from, each security role. - Data Export Definitions Dialog Box
Use this dialog box to select the data export definitions that a security role can access in the Exports utility. - Data Packs Dialog Box
Use this dialog box to select the data packs that a security role can use in the Exports utility, to create data export definitions. - Review User Licenses Dialog Box
If you have one or more modules, other than the ODBC and Intelligence modules, that are licensed based on the number of named users, use the Review User Licenses dialog box to display the total number of licenses, the number of licenses currently in use, and the security roles that are currently using those licenses.
Parent Topic: Roles