Account Setup Page
As a Deltek onboarder, use this page to enter information for new accounts. You can also use this page to modify information for existing accounts.
Use this page to view and manage the following information for each account:
- General information about the A/E firm or BPM
- General and contact information of the account's primary contact person
- General and contact information of the account's designated account administrator for Specpoint, if different from the primary contact person
- Related Topics:
- Contents of the Account Setup Page
Use the fields and options on this page to enter information about the new A/E professional firm or building product manufacturer, or update information for an existing account. - Display the Account Setup Page
Access the Account Setup page from the Company Account Settings page.
Parent Topic: Accounts