Example of How to Set Up Security

If you are new to Deltek, you may find it helpful to review an example that shows how an enterprise uses Security Configuration to set up 300 users.

The 300 employees are divided into the following departments, each of which performs a different job function and has separate needs for Deltek information:

• 200 Customer Service Representatives

• 50 Marketing Communications personnel

• 25 Product Managers

• 25 Account Representatives

Sample Solution

1. Create a role for each group of users:

   1. From the desktop application Navigation menu, click Settings > Security > Roles and select New Role.

   2. On the Roles form, enter CustomerService as the role name, and select the menu items that the role can access. Click Save to save your entry.

   3. Use the Role tabs to establish additional access rights to the role.

2. Assign users to the role and automatically generate passwords:

   1. From the browser application Navigation menu, click Settings > Users and then click Generate Users in the Actions menu.

   2. From the Role drop-down list, select CustomerService.

   3. Select the appropriate options for the Username Format andPassword.

   4. From the Generate Users for Employees that Do Not Have a Username list, select the names of the 200 employees who belong in this role and click the Generate Users button. These employees are now associated with the CustomerService role.

3. Repeat these steps for each of the other roles.