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SaaS Customer Administrator Creates a User Account for the SaaS Developer

A SaaS Customer Administrator must create a user account for you before you can access the tools.

To gain access to the tools:

  1. As the SaaS Customer Administrator, log on to User Manager with your username and password.
    Make sure that you have activated your account before performing this step.
  2. Log on to User Manager using one of the following links:

    This link is also accessible by clicking the Manage User Accounts link on your cloud portal.

  3. On the User Mgmt tab, click Create Single User.
  4. On the User Profile tab, complete the following fields for this user:
    • First Name
    • Last Name
    • Phone Number
    • Email

    The other fields on this screen are automatically populated with default settings.

    Note: Usernames are limited to 20 characters. The 20-character limit includes the 5-digit client ID and periods (.). The system will truncate usernames over 20 characters.

    All usernames will be generated using the following format:

    12345.Firstname.Lastname where 12345 is your Deltek customer number.

    First and last names cannot contain spaces or any special characters, including hyphens (-) or apostrophes (‘).

    Double check the email address to ensure that it is accurate. If the email address is incorrect, then enter the correct email address.

  5. Specify a date when this user’s account will expire by completing the following steps:
    1. Click the Account tab.
    2. In the Account expires field, select End of, and enter a date or select Never.
  6. Assign the necessary security groups to the user account:
    1. In the Password/Group/Profile section, find the Member Of field, and click on the pencil icon.
    2. In the Available Groups section select the <company>-DEV group, click the double right arrows to include in the Select Groups section, and click Ok.
  7. Create the User Account:
    1. Click Create User.
    2. An email is automatically generated and sent to the user. The user must follow the instructions in the email to activate their account.
    Tip: Auto-Generated Emails

    When you create an account in User Manager, an email is automatically generated and sent to the user. The user must follow the instructions in the email to activate their account.