Portal

The Deltek Unionpoint Portal is the single gateway for all users (customers and Deltek) to access Deltek Unionpoint.

From the Unionpoint Portal, depending on what was provisioned for your account and for your role, you can access the Unionpoint Integration Platform as well as manage Portal users.

Portal Roles

In the Unionpoint Portal, there are three types of roles available, each with its own level of access. The roles are:

• Admin
• Manager
• User

As a Portal user, any of these roles can be assigned to your Portal account. However, as a Unionpoint customer, you can only have one Portal user whose account is assigned an Admin role.

Portal Task Permissions

The following table describes the task permissions for each of the roles that can be assigned to your Portal account:

Task	Admin	Manager	User
Activate a Portal Account	✔	✔	✔
Access the Portal	✔	✔	✔
Change a Forgotten Password	✔	✔	✔
Change a Current Password	✔	✔	✔
Reset Multi-factor Authentication	✔	✔	✔
Access the Integration Platform	✔	✔	✔
View Account Settings	✔	✔	✔
View Portal Users	✔	✖	✖
Add a Portal User	✔	✖	✖
Edit a Portal User	✔	✖	✖
Delete a Portal User	✔	✖	✖
View Deltek Users	✔	✖	✖
Grant an Access Request from a Deltek User	✔	✖	✖
Reject an Access Request from a Deltek User	✔	✖	✖
Revoke a Deltek User Access	✔	✖	✖
Set Up an Integration in the Portal	✔	✔	✖
Assign the Admin Role to Another Portal User	✔	✖	✖