Create a New User

Create a new user record at any time. You can associate a user record with an employee, to support employee tasks such as timesheet entry or expense entry. Alternatively, you can create a generic user record without such an association for non-employees, such as consultants, who do not need access to timesheets or expense reports.

To create a new user:

  1. In the Navigation pane, select Settings > Security > Users.
  2. At the top of the Users form, click + New User.
  3. In the User ID field on the blank user record, enter a user ID that is unique across your enterprise.
    If the user ID is not an email address (does not include the @ character), the total length cannot exceed 120 characters. If the user ID is an email address (includes the @ character), the total length cannot exceed 113 characters, with up to 64 allowed before the @ character and up to 48 allowed after the @ character. The following characters are not allowed:
    • A @ character that does not separate the email username from the domain.
    • A period (.) character immediately preceding the @ character.
  4. In the Employee field, select an employee record.
    Vantagepoint automatically creates a relationship between the selected employee record and the username that you specify in the User ID field. This relationship is important for timesheet entry, expense entry, and other employee functions.

    To create a generic user record, do not enter an employee in this field. A user who is not associated with an employee cannot access applications that require an employee number, such as Timesheets and Expense Reports, but can still use other parts of Vantagepoint. For example, if you have an outside consultant who does not need to use timesheets and expense reports, create a user record that is not associated with an employee.

  5. In the Password field, enter the initial password for the user.
    Password policies are not enforced when you set a user's password. However, if the manually-entered password does not adhere to the password policies, the Force User to Reset Password at Next Login setting is automatically selected.
  6. Use the Role option to specify the user's security role, which determines the applications, menu items, and options that the user is allowed to access.
  7. To have Vantagepoint honor the user's Windows username and password, select the Windows Authentication option and specify a domain in the Domain field.
  8. In the Support Username field, enter the username that you use for Deltek's Customer Care site.
  9. In the Support Password field, enter the password that you use for Deltek's Customer Care site.
    This password is automatically encrypted for added security.
  10. To specify how the user's reports display and print, complete the fields in the Default Print Settings section.
  11. Click Save.