Specpoint Help for Deltek Users

Create an A/E Firm Account

As a Deltek onboarder, create a new account for an A/E professional firm and designate the account's the primary contact person/administrator to provide the A/E firm access to Specpoint.

To create a new A/E firm account:

  1. On the navigation menu, click Accounts.
  2. On the Company Account Settings page, click + New Account.
  3. On the Account Setup page, enter information about the account:
    1. In the Account Name field, enter the unique company name of the A/E firm.
    2. In the Account Type field, select A/E Professional Firm.
    3. In the Phone Number field, select a country number format and enter the registered phone number of the account.
    4. In the First Name field, enter the first name of the primary contact person of the account.
    5. In the Last Name field, enter the last name of the primary contact person.
    6. In the Contact Email field, enter the email address of the primary contact person.
    7. In the Account Number field, enter the unique account number of the A/E firm.
    8. In the Subscription Expiration Date field, select the date when the account's license for Specpoint expires.
    9. In the Admin / Author field, enter the maximum number of administrators and authors allotted for the account based on the customer's purchase.
    10. In the Reviewer field, enter the maximum number of contributors allotted for the account based on the customer's purchase.
    11. In the Display Name field, enter the unique display name of the account.
    12. In the Status field, select whether the account is Active or Inactive.
    13. In the Best Practices field, select whether the best practices module is Active or Inactive for the A/E firm.
    14. In the Deltek Rep field, select the Deltek representative assigned to the account.
  4. Under Designate Account Admin, select the Same as above option to assign the primary contact person as the designated account administrator.
    To assign a different person, leave this option blank and enter information about the new designated account administrator.
    1. In the First Name field, enter the first name of the account administrator.
    2. In the Last Name field, enter the last name of the account administrator.
    3. In the Company Contact Email for Support field, enter the email address of the account administrator.
    The designated account administrator will have the role of A/E administrator as well as additional roles and functions.
  5. Click Save.