Setting Up VA Form Security

VA Form Security controls access to forms under the Programs folder for security groups (or users).

Before you start

• Activate form security in VA Site Settings.
• Have the target security groups ready.

Steps

1. Open VA Form Security.
2. Check Global.
3. Select the module(s) to grant.
4. Select one or more security groups.
5. Click Refresh Grid.
6. Keep Grouping checked so the grid stays organized.
7. Set Access for individual forms, or filter and use Initialize Access Level for add/update/delete/attachment rights.
8. Click Apply.

Notes

• Prefer global + group security. User-level form security is difficult to maintain.