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.

Related Topics:

  • Display the Roles Form
    You display the Roles form in Security Configuration.
  • Customize the Grid View for the Roles Form
    When you choose the List View to display your role records, you see multiple records, arranged in a grid. You can customize the columns that display in the grid.
  • Toolbar of Roles Form
    Use the toolbar on the Roles form to create and modify security roles.
  • General Tab of Roles
    Use the General tab to enter a role's profile information, including the name and type of role, and to select Vision module options.
  • Access Rights Tab of Roles
    The Access Rights tab controls a role's access to many different Vision functions and types of data, including access to specific tabs, lookups, and reports.
  • Accounting Tab of Roles
    Use the Accounting tab to control users' access to accounting-related functions and records in Vision.
  • Document Management Tab of Roles
    Use the Document Management tab to ensure that documents are accessible only to the appropriate roles, and to define specific document editing and management tasks that those roles can perform. You must establish proper security access to the Info Centers to have access to the individual Document Management tabs in the Info Centers.
  • iAccess Tab of Roles
    Use the iAccess tab to determine a role's access rights to the iAccess for Vision application. The options that display on this tab depend on the modules included with your Vision license and your security role's access rights.
  • Planning Tab of Roles
    Use the Planning tab to establish a role's access rights to different functions in the Planning application.
  • Record Access Tab of Roles
    Use the Record Access tab to determine a role's access rights to specific menus and records in Vision. For example, a project manager needs full access to records in the Project Info Center, but a project consultant only needs read access to these records.
Parent Topic: Fields and Options