Tab Access and Business Development Field Access

If an application tab is hidden for a security role on the Access Rights of the Roles form in Vision (Configuration > Security > Roles), any fields on that tab that are available in iAccess are also hidden for users with that security role, regardless of where they appear in iAccess.

This is true also when a field that is available in iAccess is moved from a visible tab in Vision to a hidden tab. The reverse is also true; a field becomes visible in iAccess if it is moved from a hidden tab to a visible tab in Vision. If, as a result of hiding tabs in Vision, all fields on a tab in iAccess are hidden, that tab is hidden also.

If the Activities tab for the Opportunities Info Center is hidden for a security role, the Activities tab, the toolbar option to add touchpoints (), and the Next Milestone field are hidden in the Opportunities area in iAccess.

Similarly, If the Activities tab for the Clients Info Center or the Contacts Info Center is hidden for a security role, the Activities tab, the toolbar option to add touchpoints (), and the Last Touchpoint field are hidden in the Companies area or Contacts area in iAccess. In addition, the LAST TOUCHPOINT and TOUCHPOINT DATE columns are not available on the Companies report or Contacts report.