How to...
Complete the step-by-step instructions for the tasks that you perform in managing accounts.
- Related Topics:
- Managing Account Settings
As an account administrator, you are responsible for managing the settings for all project spaces associated with an account. You can manage user security, file and document settings, and enable the use of third-party cloud services. - Managing Software Integrations
You can integrate with other Deltek products to share project data. - Managing Organizations
You can rename, merge, or delete any organizations that are associated with an account. - Managing Account Members
You can add and remove members and guests from an account. You can also assign the account administrator role to members, to grant them full administrative rights. - Managing Project Spaces
You can create and archive project spaces, and export data from existing project spaces for offline viewing and record keeping. - Generate a Report
You can generate a number of reports to help you to manage an account. You can report on spaces, space members, account members, and account guests.
Parent Topic: Working with Accounts