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

Created by Crystal Ann Harvey, Modified on Fri, 22 Aug at 9:09 AM by Crystal Ann Harvey

There are several types of security groups that can be used to grant access to different securable items in Vista. These include:

Programs, aka Forms
Reports
Data
Attachment Types

When starting from scratch, the setup process involves multiple forms including VA Security Groups, and then the form where you grant access to the group (e.g., VA Form Security, VA Report Security, VA Data Security Access, VA Attachment Type Security, or VA Work Center Security).

Outside of "All Programs" or "All Reports" groups, security groups are often set up based on departments or positions (e.g., "Accounting Programs" or "PM Reports").

Remember that aside from Reports-type groups, a security group can only grant access to items of the group's Type - i.e., programs/forms, data, or Attachment Types. With that in mind, you may need to create multiple groups depending on your needs.

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

Steps
We start by creating the group in the VA Security Groups form (Viewpoint Administration > Programs).

1. Each group needs to have a unique number. Review the existing groups from the Grid tab and decide on a number to assign to the new group.

2. Go to the Info tab. In the "Security Group" field at the top, enter the number decided on in Step 1.

a. Next, enter a Name for the group. We recommend including the group type in the name for easy reference in other locations (e.g., "Accounting Programs" or "PM Reports").

b. Assign the Group Type, then add an optional Description.

3. Add users to the group from the Users tab.
4. Based on the Group Type, open the corresponding VA Security form to grant access to the group. (1-Program = VA Form Security; 2-Reports = VA Report Security)