Company Account Settings Page

As a Deltek onboarder, use this page to manage A/E firm or BPM accounts in Specpoint.

The Company Account Settings page lists all the existing accounts enrolled in Specpoint. You can preview information about each account such as its account number, subscription expiration, account type, and assigned Deltek representative.

To quickly find specific accounts, use the filter fields that are available under each header of previewed information. For example, you want to view all BPM accounts with subscriptions that will expire at the end of the month. Use the filter fields under the Account Type and Subscription Exp. headers to display only those accounts.