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SaaS Customer Administrator

Each Costpoint Enterprise Cloud customer must have a designated SaaS Customer Administrator.

You must provide the name, email address and phone number of your company's SaaS Customer Administrator during, or prior to, signing your subscription agreement.

The SaaS Customer Administrator is responsible for managing your organization's Costpoint implementation and any ongoing Service Requests with Deltek. In addition, the SaaS Customer Administrator's responsibilities include the following:

  • Uploading data
  • Receiving and communicating internally system maintenance announcements
  • Requesting backup restores
  • Requesting access to the WIC
  • Accessing Deltek SFTP service
  • Requesting access to the development environment
  • Etc.

For security purposes, Deltek will only process service requests that are submitted to Deltek Customer Care by your company's SaaS Customer Administrator. Requests submitted by personnel other than your SaaS Customer Administrator will be rejected.

Your organization can have a maximum of five SaaS Customer Administrators at any given time. Each SaaS Customer Administrator will have the same authority to administer the Costpoint solution and will receive the same communications from Deltek.

Deltek recommends that you immediately assign a second SaaS Customer Administrator to ensure that your company is able to receive communication regarding your Costpoint solution at all times and that an administrator is always available to carry out Service Requests.

Companies often assign an implementation consultant as a SaaS Customer Administrator during the implementation period. Reminder, this will provide the 3rd party implementation consultant with full SaaS Customer Administrator authority over your Costpoint solution. Companies often assign their SaaS Developer as a SaaS Customer Administrator. See the SaaS Developer guide for more information.

To change your SaaS Customer Administrator or add a SaaS Customer Administrator, please submit the appropriate service request.