Manually Assign Security to Each Group or User

When setting security for individuals groups or users, use the grid to assign access levels and record permissions.

The following instructions detail how to manually assign security. For more information on specific fields, see the F1 help.
  1. In the VA Form Security form, filter for the appropriate records. For more information, see Filtering the VA Form Security Grid.
  2. In the grid, expand the hierarchical view so that you can see all of the items in the grid.
  3. For each record in the grid for which you want to assign security, select an access level from under the Access column drop-down list.
    Note: The system allows you to select the access level by Tab page only for forms with multiple tabs. For more information on setting Tab security, see About Applying Tab Security Settings.
  4. Select the appropriate record permission check boxes in the Add, Update, and Delete columns, as necessary. When you select a box, the user is able to perform that action on the specified form.
  5. Select an attachment permission level from the Attachments column drop-down, as necessary.
  6. Click the Apply button. The system displays a message that the security was successful. The system updates the group (or user) security.
  7. If desired, click the Refresh Grid button again to clear the grid.
    Note: If you later initialize settings for all users, any modifications made to individual users will be changed to match that of all users. For more information, see Initialize Security Settings to All Groups or Users in the Grid.
    Note: If you deny access to a form, its icon is disabled in the associated module’s Programs folder. To hide or view inaccessible forms, users can select View > Display Accessible Items Only from the Main Menu toolbar.