Security Access Rights and Plan Creation

Your Vision Security rights and assigned role determine the features that you can access when you use Navigator.

Vision Configuration > Security > Roles includes a Navigator tab that allows the System Administrator to configure a role's access rights to the Vision Navigator application. This includes the ability to log in to Navigator, and access the workspaces and their various features.

This tab also allows you to define record level access for projects and plans. Use the Record Level View and Record Level Update fields to access lookups that enable you to build queries that grant or restrict different levels of access for Navigator projects and plans.

Note: You can only create a plan in Vision Navigator if the project does not have a current plan in Vision Project Planning.

See the discussion of Security Configuration and Planning in the Vision online help system for more information.