Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Assign Users to a Group

Use the Groups tab to create groups of Connect users who have similar requirements. You can assign rights to each group.

Prerequisites:
  • To use Connect, the Vantagepoint application must be exposed to the internet via a publicly facing URL. If your network or firewall is configured to only allow certain IP addresses to access Vantagepoint, it will be necessary to add Connect IP addresses to the Allow list. See the Troubleshoot Synchronization and Connect Add-in Issues help topic for the list of IP addresses.
  • The security role for the individual who is responsible for configuring Connect must have access to Connect Administration. In Settings > Security > Roles, on the Overview tab, make sure that Connect Administration is selected under Utilities > Integrations.
  • The individual who is responsible for configuring Connect (selecting the Connect Administration option in Utilities > Integrations), must have an employee record associated with their user record in Settings > Security > Users. The employee record must also have a valid email address.
  • Each employee who will use Connect must have an employee record that includes an email address and is associated with a user record in Settings > Security > Users.
  • Windows authentication for the on-premises application is not supported with Vantagepoint Connect.
  • You must have a Client ID and Secret in API Authorization in Utilities > Integrations. Note: You only need to generate the secret once for all integrations. If you generate a new secret any time thereafter, all current integrations using the old secret will be broken until you refresh your access token for those integrations.

To assign users to a group:

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect Administration.
  2. On the Connect Administration form, click the Provisioning tab.
  3. Select the name(s) of the user that you want to activate/provision.
    You can use the filter to locate it in the grid.
  4. To provision users:
    • For one user, click the + on the grid row containing the user name. The User Provisioning fields display.
    • For multiple users, click the (s) next to each row containing the user name, or click the at the top of the grid to select all users. Click Activate Selected for the Provisioning Multiple Users fields to display.
  5. From the Group drop-down list, select the name of the group to which you will assign the user.
    The Mailbox Access Type displays based on the group's configuration: Microsoft Exchange Direct Logon, Microsoft Exchange Impersonation, or Office 365 OAuth.
  6. Select the Send Welcome Email option to send a welcome message to the user to alert them when they are provisioned.
  7. Click the Provisioning button to activate the user.
    The Provision Result grid displays. Refer to the Provisioning Results column on this grid to confirm the success of the user activation.

    If successful, the user names display on the Users list on the Groups tab when this group is selected.

    If not successful, review the details provided in the Message column to determine the reason it was activated.

Postrequisites: