[VA] How to Implement Job Data Security

Created by Crystal Millington, Modified on Mon, 29 Dec at 9:39 AM by Crystal Millington

Setting Up Job Data Security in Vista

Purpose: Restrict access to Job cost data (bJob) so only authorized users can view or modify jobs.

1. Create a Default Security Group

Go to VA Security Groups → New Record.
Enter a unique Group Number and Name (include “Data” in the name for clarity).
Set Group Type = 0-Data.
Add users who need full access to all jobs. Save the group.

2. Secure bJob Datatype

Go to VA Data Security Setup → select bJob.
Check Secure Datatype.
Enter the Default Job Security Group from Step 1.
Click Save → select Yes to apply the group to all jobs.

3. Select Tables to Secure

In VA Data Security Setup → Secure Tables tab, select tables (views) containing Job data.
Keep default tables checked initially. Add others as needed.
Click Regenerate Views → open VA View Generator.
Select the views to generate (usually All) → click Regenerate Views → close.
Tip: Only regenerate views for the selected datatype. To regenerate all views in the system, use the VA View Generator from Programs.

4. Create Security Groups for Specific Jobs

Repeat Step 1 to create groups for restricted access by Job, Project Manager, Region, etc.
Name groups clearly for easy management.

5. Grant Access to Jobs

Go to VA Data Security Access → select bJob in Datatype.
Select a Security Group and Company (optional).
Click Refresh → check Allow Access for relevant jobs.
Click Apply.

6. Assign Secondary Security Group (Optional)

In JC Job Master or PM Projects, a field appears for the default security group.
You can assign a secondary group here if needed.
Users not in the default security group won’t have access once the record is saved.
Changes update automatically in VA Data Security Access.