Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system administration
For more information:Searching Online Help

Set Up Access to Application Tabs

You can control whether or not the users who belong to a security role have access to standard and user-defined tabs in hubs and Chart of Accounts Settings.

When you do not give a role access to a tab, both the tab and all its fields are hidden from users who belong to the role. For more information about what happens when you hide a tab, and about the fields that are secured or locked on a hidden tab, see Hiding Tabs in Vantagepoint.

This topic provides instructions on how to give access to hub tabs in Settings > Security > Roles. Here, you hide tabs separately for each role.

Alternatively, you can use Screen Designer to hide or display hub tabs for a role. From either location, you accomplish the same thing, but in Screen Designer you can hide a tab from multiple roles at the same time, or hide specific fields instead of a whole tab.

To specify the tabs that a role can access:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. At the top of the form, enter either a complete or partial name or number in the Find lookup field to find and select an existing role for which you want to set up access to standard and user-defined tabs.
  3. On the Access Rights tab, set the Functional Area option to Application Tabs.
  4. To allow the role full access to all tabs, select the Full Access to All Application Tabs checkbox.
    The change is saved automatically and you are done with this procedure.
  5. To allow the role access to only the tabs that you specify, click + Add/Remove below the Tabs for this Role grid and then complete the following actions on the Application Tabs dialog box:
    1. Grant or remove access to tabs:
      Option Description
      To give access In the Available Tabs section, select each tab to which you are granting access, or click Add All. The tabs are moved to the Selected Tabs section.
      To remove access In the Selected Tabs section, click at the end of the row for each tab that you are removing from access, or click Remove All. The tabs are moved to the Available Tabs section.
    2. Click Apply.