Customize the Security Grid View

Customize the fields and columns that display in the Grid View for the Roles and Users Security forms.

To customize the grid view, complete the following steps:

1. Open Roles or Users security.
2. Select List View from the toolbar. The respective grid view displays.
3. Click Select Fields. The Select Fields dialog box displays.
4. Select the tab for which you want to select grid fields from the Tab drop-down list. This drop-down list displays all security tabs as defined in Configuration > User Defined Tabs for which you have Security access.
5. The Tab drop-down list filters the list of fields in the Available Fields list based on the selected tab. Click Select All to display all fields. Vision defaults to all for this drop-down list.
6. Complete one of the following.
   • To add fields to the grid, select the fields in the Available Fields list that you want to display on the grid and click Add>.
   • To remove fields that display on the grid, select the fields in the Selected Fields list and click Remove<. Vision moves the fields to the Available Fields list.
   • To change the display order of fields on the grid, complete one of the following:
     1. Highlight the field you want to move in the Selected Fields box and click Up or Down. Vision moves the column as directed. Continue this process until the selected fields are in the desired order. Click OK for Vision to display the fields in the selected order.
     2. While using the Grid View, drag and drop columns to change their order. Click the column header, drag the columns to the desired location, and drop the column. Changes made on the grid are not reflected back in the Selected Fields list, so you must reorder the Selected Fields list to maintain the changed display order.
7. Click OK to save your changes, or Cancel to cancel your changes and return to the security form.