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.
When you click + New User 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 Edit onthe Actions bar 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 (the default for the form) to add or modify individual DPS user records. Switch to List view by clicking in the upper right corner. This can be helpful if you need to enable or disable multiple users. To return to Detailed view, click .
Contents
Fields
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:
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:
|
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.
|
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. DPS defaults to all capital letters. If your firm uses Windows Integrated Security:
|
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.
DPS 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 DPS that require an employee number, such as Timesheets and Expense Reports, but can still use other parts of DPS. 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 | A password is required to log in to
https://DPSQE1.deltek.com/DeltekPS. Enter the password, and document and save it in another location.
For security purposes, after you enter and save a password DPS 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. Password policies assigned in Force User to Reset Password at Next Login setting is automatically checked. are not enforced when you set a user's password. However, if the manually-entered password does not adhere to the password policies, theDPS 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 DPS. Each user must have one assigned role. You create and maintain roles on the Roles form in | 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
DPS 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 DPS with that username. If the username exists as a valid DPS 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, DPS 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 check box to revoke the user's ability to use DPS. When you clear this check box is cleared, the user is automatically enabled to use DPS. If you turned on ODBC connectivity for a user (you selected the Enable Cloud ODBC Connectivity check box in the Cloud ODBC Setting section on this tab), when you select the Disable Login check box, it does not disable ODBC access for the user. You must also clear the Enable Cloud ODBC Connectivity check box on this tab or delete the user record completely to disable ODBC access for the user. |
Force User to Reset Password at Next Login | Select this check box to force the user to reset his or her password the next time the user logs in. When this check box is selected, the following occurs:
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 . |
Default Qualified Status | This option displays if you use CRM Plus and the Lead Qualification process is enabled in Settings. Use the
Default Qualified Status option to specify the default value for the
Qualified Status when a new
contact is created in the
Contacts hub.
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Cloud ODBC Settings Section
This section displays if you have the Flex Cloud ODBC Connectivity module activated on the Modules tab in Set Up Direct Database Access topic in the DPS Cloud Administrator's help.
. This module allows you to turn on ODBC connectivity between an ODBC-compliant tool of your choice and the DPS transaction database. This connection allows you to extract and read data from the DPS database, for example for reporting purposes, or to pull DPS data into third-party software, and so on. With this module activated, you can configure up to five users for ODBC connectivity. For more information about setting up and using ODBC connectivity, see theDefault Print Settings Section
The options in this section determine how the user's reports display and print.