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Review examples of security roles and things to consider if you're using multiple companies.
Related Topics:
- Record Level Security
In record level security you control a security role's access to specific Info Center records. - Examples of Security Roles
If you are new to Vision, you may find it helpful to review security role examples. - Example of How to Set Up Vision Security
If you are new to Vision, you may find it helpful to review an example that shows how a firm uses Security Configuration to set up 300 users. - Performance Canvases and Role Security
You can specify that a security role have access to the Vision Performance Canvases application. If you do, the performance canvases display as URLs in the Available Web Dashparts column. - Security and Employee Multicompany
When you use Multicompany, you must configure the Security roles to allow access to multiple companies in the database. - Security and Vision Transactions
Your system administrator uses Role Security to specify the types of transactions that a role can access, as well as the functions that the role can perform for each transaction type. - Security Views (List or Detail)
Use toolbar buttons to select the type of view to use for your security settings.
Parent Topic: Roles Overview