[VA] How to Grant Access to Forms in Vista

Created by Crystal Millington, Modified on Mon, 29 Dec at 9:41 AM by Crystal Millington

Setting Security Permissions for Forms/Programs


If a user:

  • Can’t see certain forms/programs,

  • Sees them greyed out, or

  • Gets a message saying they don’t have access, then their form security settings need to be checked.


Tip: Report security works similarly (see Related Articles).


Note: Form security is usually based on Security Groups, but individual permissions override group permissions.


Steps:

  1. Enter the Company, Module, and User/Group you want to set security for.

  2. Click Refresh Grid and check Grouping to see all results.

  3. Use * as a wildcard to search for a specific form.

  4. After updating access, click Apply to save changes.


Caution: The 2-Denied option only works for individual users, not groups.

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