How to...
Use Roles Security Settings to create security roles and assign users to them. You can then set up access rights, by security role, to reports and favorites, saved options and searches for reports, companies, application tabs, effective dates, and lookups.
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- Evaluate Predefined Roles
If you implement Vantagepoint as a new system rather than upgrading from Vision, a set of predefined security roles are provided automatically. Before you create new security roles, evaluate the predefined security roles to see if any of them fill your needs. - Create and Work With Roles
When you create a security role, you define the access rights of its members. After you create a role, you select the users who belong to the role. You can also modify a role or use it as the basis for another role. - How to Set Up Access Rights
You specify access rights by security role. You can grant or restrict access to reports and favorites, saved options and searches for reports, companies, application tabs, effective dates, and lookups. - Set Up Role Security for the Exports and Integrations Manager Utilities
You can give a security role access to the Exports utility and to the Integrations Manager utility. The users assigned to the role can export Vantagepoint data to a file in those utilities. - Set Up Role Security Access for Smart Summary Briefings
Your administrator specifies a security role's access to Smart Summary briefings. - Print the Role Summary Report
You can display or print a Role Summary report, which provides detailed information about your enterprise's security roles. - Review User Licenses
If you have one or more Vantagepoint modules, other than the ODBC and Intelligence modules, that are licensed for a certain number of named users, you can use the Review User Licenses dialog box to display the total number of licenses, the number of licenses currently in use, and the security roles that are using those licenses.
Parent Topic: Roles