Contents of the Users Form

Use this form to create a username and password for an employee, assign the user to a security role, and set up default report settings for the user.

Contents

When you click the New User option on the form to add a new user, you enter information in the fields on this tab. To edit information on this tab after you save a new record, hover over a field name and click to open the field in edit mode. Alternatively, you can click Actions > Edit to edit any fields on any of the tabs in the hub without having to hover over a field name and click .

Use the Detailed view of this form to add or modify individual Deltek user records. Switch to List view if you need to enable or disable multiple users.

Field	Description
User search	Use the search field to search for and select an existing user to view or edit. Click the filter drop-down arrow on the left side of the search field and select one of the following search types: All: Display a list of all users. [saved custom search filter]: Select a previously saved custom filter to display the users returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. From the search results list, select the user to display on the Users form. The user's employee number displays below the name in the search results. For information about creating and using searches, see the following topics in Basics: Search for and Select a Record Create a Custom Search Filter Custom Search Dialog Box
x of x	Use these arrow icons to scroll through the users and open a different record on the form. The numbers show you which record you are viewing out of the total number of available records.
+ New User	Click + New User to add a user. Enter information for the user on the Users form.
	Click the Switch to List View icon to switch to the List view of the Users form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. One or more user records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records.
	From List view, you can click the Switch to Detailed View icon to switch back to the Detailed view of the form. Detailed view is the default view that displays when you open a Users form for the first time. In Detailed view, all the fields display on the Users form. The Detailed view is the format that is described in help topics in the Online Help system.
Actions	Use these options to edit and manage user information. Edit: Edit the current user record. Copy Copy the current user information to a new record that you can modify. Delete Delete the current user record. Generate Users: Open the Generate Users dialog box, where you can create Deltek users from employee records in the Employee hub. Enable All Logins: Enable all users to use Deltek. Disable All Logins: Disable all users from using Deltek. Print: Access the User Accounts report, which lists usernames, roles, employee numbers, employee names, and login statuses for the current user. You can print this for the current user, an active group of users, or a different user record. Export: Select List view and click this option to download a CSV file with the core data of the grid. This option is not available in Detailed view.
Username	Enter a username in this field. You can use a combination of uppercase characters, blank spaces, and periods. Alternatively, you can use one of the predefined formats from the Username Format field on the Generate Users dialog box. For example, the format Last Name, First Initial, Middle Initial displays the username Richard M. Freeman as FREEMANRM. Deltek defaults to all capital letters. If your firm uses Windows Integrated Security: The Username field is disabled and your Windows username automatically displays in this field. Embedded spaces (for example, Firstname_Lastname) are helpful in usernames because usernames are required to match the Windows usernames. Windows usernames often include embedded spaces.
Employee	Use the drop-down list to select an employee's name or click + Add Employee to open the Employees form on the Employees hub. This form lets you add the employee to the Employees hub as well as add the employee as a user. Deltek automatically creates a relationship between the selected employee record and the username that you specify in the Username field. This relationship is important for timesheet entry, expense entry, and other employee functions. If you want to create a generic user, do not enter an employee in this field. A username that is not assigned an employee cannot access the applications in Deltek that require an employee number, such as Timesheets and Expense Reports, but can still use other parts of Deltek. For example, you can create a username that is not associated with an employee if you have an outside consultant who does not need to use Time and Expense.
Password	Enter the password, and document and save it in another location. For security purposes, after you enter and save a password Deltek converts it to an encrypted password that is stored in the database. This means that the password that you enter is not a string of characters that displays in the Password field; the characters represent the encrypted password, which you cannot convert back to the original password. If you leave a user's password blank, the user must leave the Password field blank on the Deltek Login dialog box. However, you can change the user's record to include a password at any time. Password policies assigned in Settings > Password Policies are not enforced when you set a user's password. However, if the manually-entered password does not adhere to the password policies, the Force User to Reset Password at Next Login setting is automatically checked. Deltek disables this field if you select the Windows Authentication option for the user.
Role	Use this drop-down list to select the role for the user. The role defines the user's access rights to Deltek. Each user must have one assigned role. You create and maintain roles on the Roles form in Settings > Security > Roles in the desktop application.
Windows Authentication	Select this check box to set up the user for Windows Integrated Security. When you select this option, the user does not have to log in to Deltek in order to use it, as long as the user logs into Windows with the proper network credentials. The login page detects the Windows username and domain, and attempts to log in to Deltek with that username. If the username exists as a valid Deltek user with a valid role, the user can proceed and the login page does not display. If the user is not logged in to the network, Deltek prompts the user for a network identification and password. This check box applies if you set up single sign-on using Microsoft Azure Active Directory.
Domain	Enter the user's domain server name, which is required for Windows Integrated Security. This field is enabled when you select the Windows Authentication option. Note: This field is also required if you set up single sign-on using Microsoft Azure Active Directory.
Support Username	Enter the username that you use for Deltek's Customer Care site. The field accepts user names up to fifty characters long.
Support Password	Enter the password that you use for Deltek's Customer Care site. The field accepts passwords up to fifty characters long. The password entered on this field is encrypted for added security.
Disable Login	Select this option to revoke the user's ability to use Deltek. If this option is cleared, the user is automatically enabled to use Deltek.
Force User to Reset Password at Next Login	Select this option to force the user to reset his or her password the next time the user logs in. When this option is selected, the following occurs: The Welcome screen displays with an active Change Password dialog box. The Cancel and Exit buttons on the dialog box are disabled. The user must complete the fields on the Change Password dialog box and click OK. The password is reset and the Force User to Reset Password at Next Login option is cleared.
Multi-Factor Authentication	Select this option to enable multi-factor authentication security. This field is enabled when Enable Multi-Factor Authentication Using TOTP is selected in Settings > Password Policies.

Default Print Settings

The options in this section determine how the user's reports display and print.

Field	Description
Page Size	From the drop-down list, select the default page size for reports. The page size that you select in this field determines the Page Width and Page Height values. When you select Custom, you can enter the width and height of your choice. Users can modify the page size in Reporting in the desktop application.
Unit of Measure	From the drop-down list, select Inches or Millimeters as the unit of measure to use with the report measurements fields on this tab. Users can modify the unit of measure in Reporting.
Page Width, Page Height	Your setting for the Page Size option determines the width and height settings. The measurements display in either inches or millimeters, based on your selection in the Unit of Measure field. If you select Custom in the Page Size field, these fields are enabled so you can enter a width and height of your choice.
Top Margin	Enter the top margin for a report page.
Bottom Margin	Enter the bottom margin for a report page.
Left Margin	Enter the left margin for a report page.
Right Margin	Enter the right margin for a report page.
Printer	Select the default printer from which to print reports. The options available in this list depend on the report printers defined on the Report Server Printers tab.
Font	Select the default font for reports.
Country	Select the country to populate the user's Default Country in User Options. This drop-down list displays all values from the Country Code Table in General Configuration.