iAccess Tab of Roles

Use the iAccess tab to determine a role's access rights to the iAccess for Vision application. The options that display on this tab depend on the modules included with your Vision license and your security role's access rights.

Contents

Field	Description
Workspace and Tab Access	Use the options in this group box to select the features that will be accessible to the current role in the iAccess for Vision application. Options that are not selected will not display in iAccess for Vision. For example, if you select the Overview Tab option but not the Planning Tab, only the Overview Tab will display.
iAccess	Select this option for the role to have access to log in to iAccess for Vision. When you select this option, all other iAccess for Vision options on this form are automatically selected. You must remove the selection for each option that you do not want the role to access.
Employee Workspace	Select this option to enable access to the Employee Workspace and automatically enable the Timesheet Tab and the Expense Report Tab options. This option is only available if you also use the Vision Time and Expense applications.
Timesheet Tab	Select this option to enable access to the Timesheet features in iAccess for Vision. This option is only available if you also use the Vision Time application.
Expense Report Tab	Select this option to enable access to the Expense Report features in iAccess for Vision. This option is only available if you also use the Vision Expense application.
Project Management Workspace	Select this option to enable access to the Project Management Workspace and automatically enable the Overview Tab, Planning Tab, and Invoices Tab options. This also enables the options that are associated with the Planning Tab (Contract, Labor, Expense, and Consultants).
Overview Tab	Select this option to enable access to the Overview tab features in iAccess for Vision.
Planning Tab	Select this option to enable access to options on the Planning tab in iAccess for Vision.
Contract	Select this option to enable access to the Contract planning page.
Labor	This option, which enables access to the Labor planning page, is automatically selected when you select the Planning Tab option. You cannot change this option.
Expenses	Select this option to enable access to the Expenses planning page. If expense planning is not enabled in Vision > Configuration > Planning > Plan Settings, the Expenses planning page is not available to any role.
Consultants	Select this option to enable access to the Consultants planning page. If consultant planning is not enabled in Vision > Configuration > Planning > Plan Settings, the Consultants planning page is not available to any role.
Invoices Tab	Select this option to enable access to the Invoices tab in iAccess for Vision.
Business Development Workspace	Select this option to enable access to the Business Development Workspace in iAccess for Vision.
Project Access in Project Management Workspace	The following options define the record access to projects in the Project Management Workspace in iAccess for Vision. You have the option to use the same access rights that are defined for the Projects application on the Record Access tab of Roles, or you can set up a different strategy for accessing projects in iAccess for Vision.
Access	Select one of the following options to define the user access to perform project functions. Same as Vision Project Access — Select this option to apply the same access rights as those defined in the Access column for the Projects application on the Record Access tab. Selecting this option disables the Access option. Access — Select this option to define the specific access rights for the projects accessed in the Project Management Workspace in iAccess for Vision. Access right options are: Read Only, Modify Only, Add/Modify, and Full. Read Only stops the user from choosing a different image and selecting a Kona space for the project while in the Project Management Workspace in iAccess for Vision. The other access options allow the user to make these changes in the Project Management Workspace.
Record Level View	Select one of the following options to define the projects the role can view in the Project Management Workspace in the iAccess for Vision Project list. Same as Vision Project Record Level View — Select this option to apply the same access rights as those defined in the Record Level View column for the Projects application on the Record Access tab. Selecting this option disables the Lookup field. Lookup — Use the Project lookup to build a query that grants or restricts the projects listed in iAccess for Vision. After you make your selections, this field displays In Use. This field displays Not In Use when there are no options selected, which means there are no restrictions placed on which projects display in iAccess for Vision. When you clear the Same as Vision Project Record Level View option, the Lookup field defaults to match how Record Level View was set for the Projects application on the Record Access tab. You can change the query or remove the default.
Record Level Update	Select one of the following options to define the projects the role will be able to update in iAccess for Vision. Same as Project Record Level Update — Select this option to apply the same access rights as those defined for the Projects application in the Record Level Update column on the Record Access tab. Selecting this option disables the Lookup option. Lookup — Use the Project lookup to build a query that grants or restricts which projects the role will be able to update in iAccess for Vision. After you make your selections, this field displays In Use. This field displays Not in Use when there are no options selected, which means there are no restrictions placed on which projects can be updated in iAccess for Vision. When you clear the Same as Vision Project Record Level Update option, the Lookup field defaults to match how Record Level Update was set for the Projects application on the Record Access tab. You can change the query or remove the default. The selections made here and in iAccess determine whether the user can choose a different image and select a Kona space for the project while in the Project Management Workspace in iAccess for Vision. The other access options allow the user to make these changes in the Project Management Workspace.
Project Planning Access	The following options define the access to project plans in iAccess for Vision. You have the option to use the same access rights that are defined for Project Planning on the Record Access tab of Roles, or you can set up a different strategy for accessing project plans in iAccess for Vision.
Access	Select one of the following options to define the user access to perform planning functions. Same as Vision Planning Access — Select this option to apply the same access rights as those defined in the Access column for the Project Planning application on the Record Access tab. Selecting this option disables the Access option. This option is not available if you do not have the Resource Planning module. You must use the Access option to determine access rights. Access — Use this option to define the specific access rights for the project plans accessed in iAccess for Vision. Access right options are: Read Only, Modify Only, Add/Modify, and Full.
Record Level View	Select one of the following options to define the plans that the role can view on the iAccess for Vision Planning tab. Same as Vision Project Record Level View — Select this option to apply the same access rights as those defined in the Record Level View column for the Project Planning application on the Record Access tab. Selecting this option disables the Lookup field. This option is not available if you do not have the Resource Planning module. You must use the Lookup option to determine plan view access. Lookup — Use the Plan lookup to build a query that grants or restricts access to the plans displayed in iAccess for Vision. After you make your selections, this field displays In Use. This field displays Not In Use when there are no options selected, which means there are no restrictions placed on which plans display in iAccess for Vision. When you clear the Same as Vision Project Record Level View option, the Lookup field defaults to match how Record Level View was set for the Project Planning application on the Record Access tab. You can change the query or remove the default.
Record Level Update	Select one of the following options to define the plans that the role can update on the iAccess for Vision Planning tab. Same as Vision Project Planning Record Level Update — Select this option to apply the same access rights as those defined for the Project Planning application in the Record Level Update column on the Record Access tab. Selecting this option disables the Lookup field. This option is not available if you do not have the Resource Planning module. You must use the Lookup option to determine plan view access. Lookup — Use the Plan lookup to build a query that grants or restricts access to the plans that the role will be able to update in iAccess for Vision. After you make your selections, this field displays In Use. This field displays Not in Use when there are no options selected, which means there are no restrictions placed on which plans can be updated in iAccess for Vision. When you clear the Same as Vision Project Planning Record Level Update option, the Lookup field defaults to match how Record Level Update was set for the Project Planning application on the Record Access tab. You can change the query or remove the default.
Additional Planning Security	These options display when the Resource Planning module is not licensed in Vision.
Allow Changes to Baseline	Select this option if the role can change the baseline. You can have only one baseline version for the current plan at any given time. If you use the Save Baseline option again for the same plan, you overwrite the previous contents of the baseline.
Allow Changes to Budget Type	Select this option if the role can change the assigned budget type for a plan in iAccess for Vision's plan settings.
Allow Changes to Rate/Method Tables	Select this option if the role can change the rate and method tables for a plan in iAccess for Vision's plan settings.
Apply Employee Record Level Access	Select this option to restrict employee access by this role to only those employee records defined by employee record level security established on the Record Access tab of Roles. Do not select this option if users with this security role need full access to all employee records.
Allow Changes to Overhead %	Select this option to allow the role to change the assigned overhead percent for a plan in iAccess for Vision's Plan Settings.