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.

You assign security roles to each user that you set up in Settings > Security > Users.

If you have named user licenses for one or more modules, Vantagepoint verifies that you do not have more named users than your licenses allow and displays a message if you do. This occurs when you open this form and after you save changes to the access rights associated with a role. If you receive a license violation message, click Other Actions > Review User Licenses on the Actions bar to review the number of named user licenses you have, how many of those licenses are in use, and which roles are using them.