Security Overview

Vision's security lets a system administrator grant or restrict a user's access to applications, forms, records, and options in Vision.

Create Roles

As the first step in setting up Vision security, you create user roles that reflect your organization's business rules. For example, a marketing role can only view those portions of Vision that relate to marketing activities.

After you create roles, you can assign each user or a group of users to a role. Every user must have a role.

Use record level security to limit a user's access to specific records (specific opportunities, employees, and so on). For example, you may limit a marketing person's access to only those opportunities in a particular region of the country.

Create Users

Users are individuals who use Vision. Every user must have a user record in Vision. Create a user from scratch or from an existing Employee Info Center record, then assign the user to a role.

When a user logs in, Vision lets the user perform only actions to which his or her security role has access.

Assign Passwords

To log into Vision, each user must have a Vision username and password. A system administrator establishes password policies and determines the username and password for each Vision user. A user cannot change his or her username but can change his or her password.

Windows Integrated Security

Vision supports Windows Integrated Security, which allows users to log in one time for both Windows and the Vision application. Integrated Security logs a user into Vision based on the user’s Windows domain network login. If a user is not logged into the company network, the user will be prompted for a network ID and password before he or she can log in to Vision.

If you use the Vision cloud offering, Deltek First Vision Essentials, or on-premise Vision, you can use single sign-on functionality, if you sign up for and configure Microsoft Azure Active Directory (Azure AD).

For more information on how to set this up, see one of the following guides:

  • Deltek First Vision Essentials Administrator Guide — for customers who access Vision via the Deltek cloud.
  • Deltek Vision Technical Installation Guide — for customers who have Vision deployed on-premise.

Related Topics:

  • Accounting, Administrator, and CRM Role Types
    When you set up security roles, you identify the role as belonging to one or more of three main categories: Accounting, Administrator, or CRM.
  • Access Rights to Menu Items
    When you set up security roles, you can assign access rights to specific Vision menu items.
  • Record Level Security
    When you set up security roles, you can control the specific records that the role can access and what they can do with those records. This is called record level security or row level security.
  • Set Up Users in Security
    Users are individuals who use the Vision application. When you implement Vision security, you must create a user record for each individual who will use Vision.
Parent Topic: Concepts Overview