Roles
Security roles define each user's access rights and determine what actions the user can perform. Vantagepoint identifies a user's security role when the user logs in. You must assign each user to a role. Be sure to evaluate the predefined security roles before you create new ones.
You can assign multiple users to the same role, which is useful when you want to group employees with the same access rights. You can also establish separate roles for each business unit in your organization. For example, you might create a marketing role that restricts user access to only those features that relate to marketing, and set up a separate role for users who are authorized to use certain billing features.
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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. - Fields and Options
Use the Roles form and related dialog boxes to create security roles, assign users to those roles, and specify access rights. - Learn More About...
Review scenarios for setting up security roles, background information on record level security, and guidelines for providing access to transactions, dashboards, Screen Designer, and more.
Parent Topic: Security Settings