How to create a Vista Web User

Created by Crystal Ann Harvey, Modified on Fri, 24 Oct at 3:42 PM by Crystal Ann Harvey

In Vista, go to Viewpoint Administration > Programs and open VA User Profile.
- Note: Vista Access/license is not required if the employee only needs access to approve invoices on the portal.
If the employee does not have a user profile, create one:
- Username: First name.Last Name
- Email: Employee's work email used for the online portal login
- Note: When creating a new user profile, you will be prompted to create a password.
  If the employee will not be logging into Vista:
  Enter a random password and proceed without needing to save it.
  If the employee will be logging into Vista:
  Save the password securely, as the employee will need it for their initial login.
In the Info Tab:
- Ensure PR Co and Employee # are linked to the employee's profile.
In the Security Groups Tab:
- Verify they are assigned Security Group 4 - All Attachments to view attached AP Invoices.