Set Up a Security Role for PIM Integration Users

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:

  1. In the Navigation pane in Vantagepoint, select Settings > Security > Roles.
  2. On the Roles form, either add a new role or select an existing role that you want to modify.
  3. 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.
  4. Repeat the previous step for each hub to which you want to provide PIM access.
  5. 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 Hubs > PIM Information Zone.)
  6. 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 My Stuff > PIM Personal Zone.)
  7. On the Access Rights tab of the Roles form, in Functional Area, select Application Tabs.
  8. In Application, select a hub.
  9. Under Hidden Tabs, select PIM and then click Add to move it to Viewable Tabs.
  10. Repeat steps 5 through 9 for each hub to which you want to provide PIM access.
  11. Click Save.