Assigning User Security
This topic provides an overview of the security assignment process.
The VA module allows administrators to set up security by data, form, report, attachment type, query, and Work Center template. You must assign security type permissions for all users prior to allowing them access to the system. To ease administrative efforts, it is recommended that you assign security to groups of users, rather than individuals. You can then customize security settings for individual users if their group settings are too restrictive.
The following list briefly discusses each security type.
Data – Use this security type to prevent unauthorized users from viewing and/or posting information to system fields or from accessing sensitive information through other sources.
Form – Use this security type to prevent users from accessing forms or specific form tabs.
Report – Use this security type to define which reports are available to users.
Attachment Type – Use this security to define what types of attachments users can access.
Inquiry – Use this security to define what queries users can access on the Dashboard Work Center in the Main Menu.
Work Center – Use this security to define the Work Center templates that users can access.
Security Administration – Use this security to restrict users who have security form access to administering only some company/module combinations in VA Form Security and VA Report Security. This feature is optional and should be used only if you want some users to administer security for only selected company/module combinations.
The rest of this topic outlines the process for assigning security permissions.
Step One: Creating Security Groups
Security groups provide a way of administering permissions over a group of users rather than by individual user. When creating security groups, you will assign a specific group type. Each group type corresponds with the security types discussed above. Because security groups are associated with a single group/security type, most users will belong to at least four security groups (one for each type). For larger and more complex operations, users may belong to more groups.
To create a security group, use the VA Security Groups form.
To assign users to a security group, use:
the Users tab inVA Security Groups or
the Security Groups tab in VA User Profile.