How to Set Up Access Rights

You can restrict access to things such as merge templates, reports, and saved settings for reports. To do this, you specify access rights by security role.

Related Topics:

  • Set Up Access to Application Tabs
    You can control a role's access to the tabs in Vision applications. This includes all tabs, even custom tabs added to Vision by your company.
  • Set Up Access to Companies
    If your firm uses the Multicompany feature, 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. The list of available companies is based on the companies that are set up in Organization Configuration.
  • Set Up Access to Effective Dates
    Each security role that is involved in effective date configuration and setup must have full security access to the effective dates cost rates feature.
  • Set Up Access to Favorite Reports
    You can control access to favorite reports by individual role or for multiple roles. These settings work in conjunction with Vision Reporting. You must use the Organize Favorite Reports dialog box to configure favorite reports before you assign favorite reports to one or more roles.
  • Set Up Access to Lookups
    You can control access to lookups for each Vision role.
  • Set Up Access to Merge Templates
    You can define a role's access rights to the merge templates for each Vision module. You can use this tab after you upload merge templates to the Vision database. This tab lists Vision's standard merge templates, as well as any custom templates created by your company. Only RTF templates are stored in the Vision database.
  • Set Up Access to Printers
    You can control access rights to server printers for each Vision role. The list of available printers is based on the printers that are set up on the report server machine.
  • Set Up Access to Reports
    You can assign the access rights to reports for each Vision role. The list of available reports is based on the reports that are set up in Reporting.
  • Set Up Access to Report Columns and Groups
    As part of setting up a role's security access to reports, you can limit the role's access to certain report columns and groups.
  • Set Up Access to Saved Report Options
    You can limit access to saved sets of report options for use in Reporting.
  • Set Up Access to Saved Searches
    You can specify a set of saved search criteria that will be available when members of a given security role use a lookup to perform a standard or advanced search.
  • Set Up Access to System Dashparts
    You can control a role's access to the standard portions of the Dashboard. When you establish a role's access to dashparts, you determine the set of dashparts from which the user can select, to configure his or her own dashboard.
  • Set Up Access to Web Dashparts
    You can control a role's ability to add Web dashparts to the Dashboard. A Web dashpart provides a quick link to a Web site, to your Web Outlook application, or to other Web-based functionality.
Parent Topic: Roles Overview