Set Up Organization Security

If you wish to, you can also set up security by organization.

Attention: For more information about this process, see the Capture Analytics Security chapter of the Deltek Capture Analytics Administration Guide.

To set up organization security:

1. Download the DeltekCostpointAnalyticsOrgSecuritySetup.xlsx spreadsheet, which can be found in KB article #89646.
2. In the spreadsheet, specify the user groups and users.
3. Select the configuration options that activate Capture Analytics security.
4. Use a Customer Care service request to request that the spreadsheet be uploaded to your account, and attach the spreadsheet to your request.

Note: In the future, if you need to add or change user groups or users, make changes in the spreadsheet and submit a new Customer Care service request to have it uploaded.