Create VA Users for the Web Portal Only

Purchase orders and invoices require HQ Reviewers to process workflows.

Because the core identity of each user in Financial Controls and Field Management is the PR Employee, that employee must be linked to the HQ Reviewer through a VA User Profile. The VA User Profile is required for any purchase order or invoice workflow in the web portal. If users of Financial Controls or Field Management access the web portal only and do not need to log in to Vista, you can set up their VA User profile to ensure that they are not using a Vista license, depending on how your Vista licenses are billed.

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.

  1. In Vista, select Viewpoint Administration > Programs > VA User Profile.
  2. Select the user who does not need to log in to Vista.
  3. 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.