Create VA Users for the Web Portal Only
Purchase orders and invoices require HQ Reviewers to process workflows.
You can set up these users with a VA User Profile that prevents them from using a Vista license. This ensures that these users cannot log in to Vista and does not impact their ability to create and approve purchase orders or invoices as configured in Financial Controls or Field Management.
- In Vista, select .
- Select the user who does not need to log in to Vista.
On the Info tab, select the
Deactivated check box. If desired, you can also set
an expiration date.
Note: For Hosted Customers: Users who do not need to log in to Vista should not be added to Cloud Workspace. If you created Cloud Workspace users who do not need to log in to Vista, please delete those Cloud Workspace accounts because they may cause billing overages. Deleting Cloud Workspace accounts should not cause issues for VA User Profiles that are deactivated and only used for the web portal.