Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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For more information:Searching Online Help

Set Up Access to Companies

If your enterprise has multiple companies, you can control a role's access to data by company. Employees in the role can have access to only their home company, or to multiple companies. You set up companies in Organization Settings.

To specify the companies that a role can access:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. At the top of the Roles form, enter either a complete or partial name or number in the Find role lookup field to find and select an existing role for which you want to set up access to companies.
  3. On the Access Rights tab, set the Functional Area option to Companies.
  4. To allow the role access to all companies, select Full Access to All Companies.
    The change is saved automatically and you are done with this procedure.
  5. To allow the role access to only the companies that you specify, click + Add/Remove below the Companies grid and then complete the following actions on the Companies dialog box:
    1. Grant or remove access to companies:
      Option Description
      To give access In the Available Companies section, select each company to which you are granting access, or click Add All. The companies are moved to the Companies for this Role section.
      To remove access In the Companies for this Role section, click at the end of the row for each company that you are removing from access, or click Remove All. The companies are moved to the Available Companies section.
    2. Click Apply.