Fields and Options

Use the Roles form and related dialog boxes to create security roles, assign users to those roles, and specify access rights.

Related Topics:

  • Roles Form
    Use the Roles form to establish security rights for each role. These rights determine a role's access to the modules, tabs, templates, reports, and records in Vision. Security rights are in many cases hierarchical, meaning that you make a basic choice, then further refine that choice.
  • Assign Library Rights Dialog Box
    Use the Assign Library Rights dialog box to set the permissions for all selected libraries at one time.
  • Browse Rights Dialog Box
    Use the Browse Rights dialog box to modify the permissions for multiple sites, or multiple libraries in selected sites, at one time.
  • Reporting Options Dialog Box
    Use the Reporting options to set the report name and specify the options to apply.
Parent Topic: Roles Overview