Create a New Role

Create a separate role for each group of people in your organization with a distinct set of security requirements.

To create a new role:

  1. From the desktop application Navigation menu, click Settings > Security > Roles.
  2. Click New and select New Role.
  3. Enter information on the tabs of the Roles form.
  4. Optional. To use the default role for a new user, select the Default role option. This standard, pre-defined default role is for the System Administrator. This role has access to all Deltek features and functions.
  5. Click Save.