Create a User

You assign a license to a contact to add them as a user in Deltek PIM.

To create a user:

1. In the Admin Zone, click the Users tab.
2. In the Contact field, enter the name of the contact.
   As you type, a list of matching contacts displays.
3. Click the contact that you want to create a user account for.
4. Click .
   Note: If this icon is not enabled, it means that the contact is already a licensed user.
5. Optional: In the Email field, modify the user's email address, if required.
   The email address field automatically populates with the contact's email address. This is the email address that system notifications are sent to, such as account creation emails, and password reset emails. You can choose a different email address, if required.
6. Do one of the following:
   • For an internal contact, enter the user's domain account login details in the Trusted Username field.
     Note: You must use the following format: Domain\Username.
   • For an external contact, enter a username in the Partner Username field.
7. Under Licenses, select one or more license types to assign to the user.

   Account Type	Description
   Full PIM User	Select this license type to grant the user access to PIM via a web browser.
   Mobile User	Select this license type to grant the user access to Deltek PIM through the PIM Mobile Working app.

   Tip: The number of available licenses for each license type is displayed in the Users tab of the Admin Zone.
8. Select one or more roles to assign to the user.
   Roles provide access to areas and features within the system. You can assign roles to users at any time. For information, see Assign a Role to a User.
9. Click OK.
   If you created a partner user account, the contact receives an activation email with their username, and a temporary password. Partners are required to change their password after they activate their account.