Set Up Access to Application Tabs

You can control a role's access to the tabs in Deltek applications. This includes all tabs, even custom tabs added to Deltek by your company.

Consider whether the user is an Accounting or CRM user when you determine which tabs they can access. You cannot hide the General tab in any module. Deltek loads faster if a user has access to fewer tabs.

To select the tabs that a role can access:

1. On the Navigation menu in the desktop application, click Settings > Security > Roles.
2. On the Roles form, select a role.
3. Click the Access Rights tab.
4. From the Functional Area drop-down list, select Application Tabs. The Full access to all desktop application tabs option displays.
5. Select the Full access to all desktop application tabs option to allow full access to all tabs, lookups, and reports in the desktop application.
6. Select an application and use the Add and Remove buttons to move tabs between the Hidden and Viewable columns, or select Full access to all desktop application tabs to allow access to all desktop application tabs, lookups, and reports.
7. Click Save.