Contents of the Organize Options Dialog Box (Desktop)
Use the Organize Options dialog box to select and set options for saving or modifying personal or role-based specific settings.
Field | Description |
---|---|
Folder Name | Select one of two folders from the drop-down list for this option:
You can also set up subfolders in the Personal Options folder and Global Options folder and save option sets to those subfolders. |
Save Name | Enter a new name or select an existing one:
|
Access to all roles | Select this option to save the set of options as a global set that is available to all Reporting users. Clear this option if you want to grant access to the set of options only to selected roles. |
Available Roles, Assigned Roles | To grant access to a set of options based on
Vantagepoint security roles, move the roles from
Available Roles to
Assigned Roles. Only the
employees who are assigned one of the security roles in
Assigned Roles can use the set of options.
To move a role from Available Roles to Assigned Roles, click the role and click Add. To move a role from Assigned Roles back to Available Roles, click the role and click Remove. If you click Save without selecting any roles, Vantagepoint automatically selects Access to all roles when it saves the set of options. |
Use as default options | Select
Use as default options if you want to use these settings as default settings for the report.
|
Buttons |
Delete: Delete the set of saved options specified in
Save Name.
Close: Close the dialog box without saving your entries. |
Parent Topic: Organize Options Dialog Box (Desktop)