How Security is Applied in the Browser

Deltek 's Security features make it possible for your system administrator to grant or restrict user access to applications, forms, and records in Deltek.

To define each user's rights to Deltek, the system administrator first creates user roles that reflect your organization's business rules. The system administrator then assigns each user to a role, which determine what actions the user can perform. The user's security role is identified upon logging into the system.

Access to all Deltek applications is assigned for each security role on the General tab of Role Security in the Desktop application. Using the menu tree on this tab, you can either assign full access rights to all options, or expand the tree and sub-menus to define specific rights to each area of the application.

After determining application access, you can use the Screen Designer feature in the Browser application to establish a role's access to the fields, grids, lookups, and report information that will display for the following hubs:

• Activities
• Contacts
• Employees
• Firms
• Layouts
• Marketing Campaigns
• Opportunities
• Projects
• Text Libraries

Specifically, the Screen Designer in the Browser application allows you to complete the following for each Deltek security role:

• Show or hide tabs.
• Show or hide fields or grids. These settings also apply to any related fields or grids in custom searches.
• Lock a field or grid. This allows users to see the field or grid but not edit it.
• Require an entry in certain fields.

See the tab, field, and grid properties options on the Screen Designer Form for more information.