Use the Roles form in Security Settings to provide access to
Project Information Management (PIM) tabs in
Vantagepoint.
To set up a security role in
Vantagepoint that provides access to PIM integration:
-
In the Navigation pane in
Vantagepoint, select
.
-
On the Roles form, either add a new role or select an existing role that you want to modify.
-
In the list of menu options on the Overview tab of the Roles form, expand
Hubs, expand the first hub with PIM integration to which you want to provide access, and then select the
PIM menu option.
For example, to provide access to PIM for the Contacts hub, expand
Hubs, expand
Contacts, and then select
PIM.
-
Repeat the previous step for each hub to which you want to provide PIM access.
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To provide access to the PIM Information Zone, expand
Hubs and select
Information Zone.
This feature provides tools that you use to find, and work with, documents in all areas of PIM for which you have access rights. (To use this feature, go to
.)
-
To provide access to the PIM Personal Zone, expand
My Stuff and select
Personal Zone.
This feature consists of one or more desktops containing dashparts that provide quick access to the applications, documents, and actions that you use the most. (To use this feature, go to
.)
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On the Access Rights tab of the Roles form, in
Functional Area, select
Application Tabs.
-
In
Application, select a hub.
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Under
Hidden Tabs, select
PIM and then click
Add to move it to
Viewable Tabs.
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Repeat steps 5 through 9 for each hub to which you want to provide PIM access.
-
Click
Save.