Example of How to Set Up Security

If you are new to Vantagepoint, you may find it helpful to review an example that shows how an enterprise uses Security Settings to set up 300 users.

The 300 employees are divided into the following departments, each of which performs a different job function and has separate needs for information:

• 200 Customer Service Representatives
• 50 Marketing Communications personnel
• 25 Product Managers
• 25 Account Representatives

Sample Solution

1. Create a role for each group of users:
   1. In the Navigation pane, select Settings > Security > Roles.
   2. On the Actions bar of the Roles form, click +New Role.
   3. In the blank field at the top of the form, enter CustomerService as the role name.
   4. On the Overview tab, select the menu items that the role can access.
   5. Use the other tabs to establish additional access rights for the role and then click Save.
2. Assign users to the role and automatically generate passwords:
   1. In the Navigation pane, select Settings > Security > Users.
   2. On the Actions bar of the Users form, click Other Actions > Generate Users.
   3. In the Generate Users for Employees that Do Not Have a Username list on the Generate Users dialog box, select the names of the 200 employees who belong in this role.
   4. For the Role option, select CustomerService.
   5. For the Username Format and Initial Password options, select appropriate settings.
   6. Click the Generate Users button to associate the selected employees with the CustomerService role.
3. Repeat these steps for each security role.