How Do I Add/Create a New SQL User in Vista?

Note: This only works for SQL-authenticated users, not Windows-authenticated users. If the SQL user doesn’t exist yet, Vista will create it automatically.

Steps

1. Open VA User Profile

   • Go to Viewpoint Administration → Programs → VA User Profile.

2. Enter User Info

   • Type the User Name (do not use an email).

   • Use F4 if needed:

     • Viewpoint Users → shows users already in Vista.

     • System Users → shows users with SQL access but not in Vista (use this to quickly create them).

   • Enter Full Name, Email, and Phone (optional).

3. Set Permissions

   • Configure Form & Report Options, Permissions, and Menu Options.

   • Set User Type:

     • Vista → can log into Vista.

     • User Application → service account, no named user license used.

4. Save the Record

   • A message will appear saying the SQL user doesn’t exist. Click Close.

5. Set Password

   • A separate form will open to set the password.

   • Make sure the user has access to the VA Password form via VA Form Security.

6. Assign Security Groups (if used)

   • Use the Security Groups tab, or assign permissions in VA Form/Report/Attachment Type Security.