| Field | Description |
|---|
| Role
|
When you select a role on the lookup,
Vision populates this field with the role name. When you create a new role, you must enter the name of the role in this field.
|
| Full access to menu items
|
Select this option to assign this role full access rights to all
Vision menu items. All menus added in future versions of
Vision will be available to this role.
If you do not select this option, you must manually select items from the menu tree below. This list of menu items reflects the
Vision navigation tree; therefore, if you customized your navigation tree, this list will reflect those changes.
|
|
Vision items
|
If you do not want to assign full access to all menu items, select the menu items for which you will establish rights. Click the plus sign next to a menu item to expand the tree and see sub-menus.
|
| Enable All/Disable All
|
Select the
Enable All button to enable all menu options shown on the menu grid.
Select the
Disable All button to disable all menu options shown on the menu grid. This is helpful for when you need to quickly disable all menu options for a role.
|
| Type of Role
|
Select one of the following options to determine the type of role.
Administrator
Select this option to give the role administrative privileges for the following:
-
Dashboard — The role can save the dashboard layout for other users.
-
Process Queues — The role can stop and start process queues and see jobs submitted by other users in the process queue manager.
-
Lookups — The role can access all records in lookups.
-
Info Center — The role can use the Tab Designer to customize Info Center labels.
-
Login — The role can retain log in privileges even if all users are disabled in the "user activity" application.
Accounting
This option is available when Vision Accounting and Vision CRM are installed. This option enables the Select Period dialog box within Vision. This option is also available when only using Vision Accounting. The
Type of Role can be set to either
Accounting or
Administrator, which allows firms with non-accounting users to enter new projects and associated information, without the ability to approve them for use in accounting applications.
Employees who have the Accounting role can approve projects, vendors, and employees for use in Accounting applications.
The Administrator can designate certain Info Center fields as
Required for an Accounting user. Fields that are marked required must contain data to save the respective Info Center record.
CRM
This option is available when Vision Accounting and Vision CRM are installed. It gives users access to employee, project, and vendor records marked as
Available to CRM users.If the user is not also marked as an Accounting user, they can enter new records but do not have to complete fields required for Accounting users. They cannot approve records for use in Accounting applications.
The Administrator can designate certain Info Center fields as required for a CRM user.
|
| Favorites Organizing
|
This field works in conjunction with Reporting to control the role's ability to save or delete searches, favorites, and reports.
These settings also apply to Performance Canvases.
Options are:
-
Save Personal Only — This option saves searches, favorites, and sets of report options for personal use only. You cannot share them with other
Vision users. You cannot create, rename, or delete folders within any of the Global folders.
-
Save For My Role — This option saves searches, favorites, and sets of report options for yourself and all others who share your security role.
-
Save For All Roles — This option saves searches, favorites, and sets of report options for yourself, all others who share your security role, and for global access by any co-worker using
Vision.
|
| Process Queues
|
Use this setting to control the role's ability to schedule report and postings jobs. A setting of
0 gives the role access to schedule all reports and postings to all queues. A higher setting limits the queues the role can use.
For example,
Allow priority 2 (or higher) means that a role only has permission to schedule jobs in queues marked as priority 2, 3, 4, and so on. Users cannot submit jobs to priority 1 queues.
|
|
Organization Record Access
|
Select the
organizations that the role can access on the
Organization lookup.
This setting also applies to General Ledger Reporting.
-
All Organizations — This option saves gives access to all
organizations in the
Vision database.
-
Individual Organizations — Use the Advanced or SQL Where Clause search options to look up and select individual
organizations.
|
| Search Options
|
Select the search options that the role can use.
- Select
Allow Access to SQL Where to include the SQL Where Clause in the
Display Type drop-down list. The default for this option is not selected.
- Select
Enable Searching Across Info Centers to enable an additional
Lookup Search Types and Fields column on the Advanced Search dialog box. Use these fields to dictate the search criteria for searching across multiple Info Center records.
- Select
Allow Lookup Limit Override to make the
Override Lookup Limit button available on the lookup dialog box for the selected role. This option is editable if the
Use Lookup Limits option is selected on the Lookups tab of
.
|
| Email Template Organizing
|
Select the method to use when this role saves email templates. Options are:
-
Use Existing Only — This option saves the existing email template.
-
Save Personal Only — This option saves personal email templates only. This is the default.
-
Save for My Role — This option saves personal email templates or global templates for the assigned role only.
-
Save for All Roles — This option saves personal email templates or global templates for any role.
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