[VA] How to Set Up a Security Group in Vista

Vista uses security groups to control access to different items, including:

• Programs (Forms)

• Reports

• Data

• Attachment Types

Groups are often organized by department or role (e.g., “Accounting Programs” or “PM Reports”). Each group can only grant access to its type, so multiple groups may be needed.

Steps to Create and Assign a Security Group

1. Create the Group

   • Open VA Security Groups (Viewpoint Administration > Programs).

   • Assign a unique group number (review existing groups in the Grid tab).

   • On the Info tab, enter the group number, name, group type, and optional description.

2. Add Users

   • Go to the Users tab and add users to the group.

3. Grant Access

   • Open the corresponding security form based on the group type:

     • Program/Form → VA Form Security

     • Report → VA Report Security

     • Data → VA Data Security Access

     • Attachment Types → VA Attachment Type Security

Note: VA Work Center Security uses report-type groups for group-level access.