Assign the Admin Role to Another Portal User

Only one person can have an Admin role in a company. They can transfer this role to another Portal user with a Manager role.

Note: If the Admin user is no longer available, Deltek can grant the Admin role to a Portal user with a Manager role.

To assign the Admin role to another Portal user:

  1. On the Manage Users tab, find the user to grant the Admin role to.
    Note: An Admin role can only be transferred to other Portal users with a registered Manager role.
  2. Click the Transfer Admin (people) icon.
    The Transfer Admin dialog box displays, confirming if you want to proceed.
  3. Click Yes.
    Note: The former Admin gets assigned a Manager role. The new Admin receives a notification that their role has changed to Admin.