Create Vista VA Users for the Web Portal Only

Follow these instructions to create a VA User Profile in Vista for a user to approve purchase orders or invoices without using an active Vista license.

You must be a System Admin to configure these settings. Be sure to review your license counts before you enable this feature to make sure you are not adding additional costs.

In purchase order and invoice workflows, Vista Web users must have their PR Employee record (their core user identity in Financial Controls and Field Management) linked to a VA User Profile.

For users who only access the Vista Web portal (not the Vista application), you can set up a VA User Profile so these users do not consume a Vista license. Users can still create and approve documents as configured in Financial Controls and Field Management but will not be able to log in to Vista.

  1. In Vista, go to Viewpoint Administration > Programs > VA User Profile.
  2. Select the user who only needs access to the Visa Web portal (does not need to log in to Vista).
  3. On the Info tab, select the Deactivated checkbox. If desired, you can also set an expiration date.