Managing User Accounts
You can create user accounts for any existing contacts within PIM. After you create a licensed user account for a contact, you assign system roles to the user to grant them with access to selected features.
- Related Topics:
- Create a User
You assign a license to a contact to add them as a user in Deltek PIM. - Create a Test User
You can create a single test user account for your organization using an available PIM license. You can use this account to test any role-based security within the application. - Assign a Role to a User
You assign a role to a user to grant the user with access rights associated with the role. - Assign Roles to Multiple Users
To save time, you can assign roles to multiple users in one operation through the Admin Console. - Edit a User
You edit a user account to modify a user's email address, update their licenses, and manage their user roles. - Delete a User
You delete a user to remove a contact's license and revoke their access to PIM. When you delete a user, it does not delete them as a contact. - Remove a Role from a User
You remove a role from a user to revoke the user's access rights associated with the role. - Reset a User's Password
You can reset the password for a partner user account. When you reset a user's password, the user receives an email with a temporary password. - Unlock a User
You can unlock a partner user's account if they have locked themselves out after submitting too many incorrect password entries. After you unlock a user account, the user can attempt to log in to the system again, or reset their password.
Parent Topic: Managing User Accounts and Security