Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Access to Screen Designer

Role security determines whether or not a user has access to Screen Designer.

Screen Designer in the browser application and desktop application are similar but separate applications. You set up access to each separately.

Screen Designer in the Browser Application

In the browser application, you open Screen Designer several ways:

  • In the Navigation pane, select Settings > General > Screen Designer and then select a hub or Chart of Accounts in the application field on the Screen Designer form.
  • In the Navigation pane, go to the Hubs section and select the hub that you want to customize, or select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the hub or Chart of Account form, select Design from the Other Actions drop-down menu.

Giving a Security Role Access to Screen Designer in the Browser Application

To give the members of a security role access to the Screen Designer application: In Settings > Security > Roles, in the access to menu items section on the Overview tab of the Roles form, expand Settings, expand General, and then select the Screen Designer check box.

This gives the members of this security role access to the Screen Designer application in the browser application from Settings > General, a hub, or Chart of Accounts, but only for the hubs and Chart of Accounts that you select for the role in the access menu items area of the Overview tab on the Roles form. When you select a hub in the access menu items area of the Overview tab, this gives members of the role access to the Summary pane and Overview tab for the hub. To give access to additional tabs within a hub, use the Access Rights tab of the Roles form. In the Functional Area field, select Application Tabs and add the hubs and tabs that the role can access.

Screen Designer in the Desktop Application

In the desktop application, Screen Designer applies only for the Equipment hub. To open Screen Designer in the Equipment hub, click in the bottom right corner of the Equipment hub form.

Giving a Security Role Access to Screen Designer in the Desktop Application

To give members of a security role access to Screen Designer for the Equipment hub, the Administrator check box must be selected for the role in the Type of Role section on the Overview tab in Settings > Security > Roles in the browser application. Additionally, you must select the Equipment hub in the access to menu items section on the Overview tab of the Roles form. Then on the Access Rights tab of the Roles form, select Application Tabs in the Functional Area field to add the tabs that a role can access.