Evaluate Predefined Roles

If you implement Vantagepoint as a new system rather than upgrading from Vision, a set of predefined security roles are provided automatically. Before you create new security roles, evaluate the predefined security roles to see if any of them fill your needs.

For more information about the predefined roles, see Predefined Security Roles for New Implementations.

To evaluate predefined roles:

  1. Display each of the predefined roles on the Roles form (Settings > Security > Roles).
  2. Review the predefined roles and decide if any of them fit into your security plan.
  3. For each predefined role that you plan to use, evaluate the default access settings and make any necessary changes.
  4. Delete any predefined roles that you do not intend to use.