Access Rights Tab of the Roles Form

Use this tab to assign a role access to different functional areas and types of data in Vantagepoint, including access to specific tabs, searches, reports, and so on.

Field	Description
Functional Area	Select the functional area for which you want to specify access rights for the current role. You can specify different access rights for each functional area. When you select a functional area, a grid specific to that functional area displays below this field.
Full Access to All <xxx>	This check box displays when you set the Functional Area option to Application Tabs, Companies, Data Export Definitions, Data Packs or Reports. Select this check box to allow full access to the functional area that you selected. When you set the Functional Area option to Data Export Definitions and you also select the Export Administrator check box on this tab, the Full Access Rights to All Data Export Definitions check box is automatically selected and you cannot change it.
Export Administrator	This check box displays when you sel the Functional Area option to Data Export Definitions. Select this check box to give export administrator access to the role. This gives the role full access to the Exports utility in Utilities > Imports & Exports > Exports and the Integrations Manager utility in Utilities > Integrations > Integrations Manager. You should have at least one export administrator at your organization. With export administrator access, a security role can do the following: Create new data export definitions using any of the data packs that are provided in the Exports utility. Modify and delete any data export definition in the Exports utility. Create, modify, and delete the targets for data export definitions in the Exports utility. Use all the data export definitions to export Vantagepoint data to a file in the Exports utility or the Integrations Manager utility. View the history for past export files created with a data export definition. When you select the Export Administrator check box, the following check boxes are automatically selected on the Access Rights tab, which gives the role access to all the data export definitions and all the data packs: Full Access to All Data Export Definitions check box (available when you set the Functional Area option to Data Export Definitions). Full Access to All Data Packs check box (available when you set the Functional Area option to Data Packs). For information on export administrator tasks and responsibilities, see Role Security for the Exports and Integrations Manager Utilities. For instructions on how to set up an export administrator, see Give a Security Role Export Administrator Access.
Grid Below the Functional Area Field	The contents of the grid that is displayed depend on your selection for the Functional Area option. Click + Add/Remove below the grid to open the associated dialog box and then add or remove access to the functional area for the role. For more information, see the respective procedure and dialog box topics listed in the following table for each functional area. Functional Area How Used Procedure Associated Dialog Box Application Tabs Specify whether or not the role has access to a standard or user-defined tab in a hub or Chart of Accounts Settings. When the role does not have access a tab, the tab is hidden. You cannot hide the Overview tab in a hub or the General tab in Chart of Accounts Settings. Set Up Access to Application Tabs Application Tabs Dialog Box Company If your enterprise uses multiple companies, you can control a role's access to data by company. Members of the role can have access to only their home company, or to multiple companies. The list of available companies is based on the companies that are set up in Organization Settings. Set Up Access to Companies Companies Dialog Box Data Export Definitions Give a role access to one or more data export definitions that are used in the Exports utility in Utilities > Imports & Exports > Exports. Data export definitions identify the Vantagepoint columns (fields) that determine a specific set of Vantagepoint data to export to a file. For more information, see: Exports Utility Role Security for the Exports and Integrations Manager Utilities Give a Security Roll Access to Data Export Definitions Data Export Definitions Dialog Box Data Packs Give a role access to one or more data packs (Vantagepoint applications) that are used to create data export definitions in the Exports utility in Utilities > Imports & Exports > Exports. In order to give a role access to a data export definition, you must first give the role access to the data pack that was used to create the data export definition. For more information, see: Exports Utility Role Security for the Exports and Integrations Manager Utilities Give a Security Roll Access to Data Packs Data Packs Dialog Box Favorite Reports Control access to favorite reports by individual role or for multiple roles. These settings work in conjunction with Reporting. You must use the Assign Reports dialog box to configure favorite reports before you assign favorite reports to one or more roles. Set Up Access to Favorite Reports Favorite Reports dialog box Reports Assign access to reports for the role. The list of available reports is based on the reports that are set up in Reporting. If you own the PSA module, you do not have access to the Cash Flow Forecast, Cash Flow Statement, and Cash Journal reports. Add Reports Reports Dialog Box Saved Options Assign saved options to or from the role. Set Up Access to Saved Options Saved Options Dialog Box Saved Searches Specify a set of saved search criteria that will be available when members of a given security role use a lookup to perform a standard or advanced search. Set Up Access to Saved Searches Saved Searches Dialog Box Users Assign users to the role. Select Users for a Security Role Users Dialog Box