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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