Specpoint Help for Deltek Users

Create a BPM Account

As a Deltek onboarder, create a new account for a building product manufacturer or reseller firm and designate the account's the primary contact person/administrator to provide the BPM access to Specpoint.

To create a new BPM 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 BPM.
    2. In the Account Type field, select Building Product Manufacturer.
    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 BPM.
    8. In the Subscription Expiration Date field, select the date when the account's license for Specpoint expires.
    9. In the User Limit field, enter the maximum number of users allotted for the account based on the customer's purchase.
    10. In the Display Name field, enter the unique display name of the account.
    11. In the Status field, select whether the account is Active or Inactive.
    12. In the Deltek Rep field, select the Deltek representative assigned to the account.
  4. Determine whether the account is for a BPM or a reseller firm:
    • To set the account as a BPM, leave the Is Reseller option blank. In the Reseller field, select a reseller firm to assign to this account.
    • To set the account as a reseller, select the Is Reseller option.
      Warning: This action is irreversible. When you save an account as a reseller, you can no longer modify this setting.
  5. To hide the industry analytics module from the BPM, select the Hide Industry Analytics option. To make industry analytics available, clear this option.
  6. 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 BPM administrator as well as additional roles and functions.
  7. Click Save.