Setting Up VA Security Groups

VA Security Groups organize users by role so you can grant form, report, attachment, and data access without per-user security.

Before you start

• Security administration is enabled in VA Site Settings.
• Decide role names and whether company data security applies.

Steps

1. Open VA Security Groups.
2. Choose the group type: data, program, reports, or attachment type.
3. Create role-based groups (typically one program, one report, and one attachment group per role).
4. If company data security is active, create a default all-companies group (for example 10000) and company-specific groups as needed.
5. Fill Description with the exact permissions each group holds.
6. Assign users later in VA User Profile.

Notes

• Do not rely on user-level security—it is hard to maintain.
• Keep descriptions current so permissions stay auditable.