Contents of the Users Form

Use this form to create a user record, specify a username and password, assign a security role, and set up default report settings.

Click + New User to add information for a new user record. To edit information after you save a record, hover over a field name and click to open the field in edit mode. Alternatively, you can click Edit on the Actions bar to edit multiple fields without needing to hover over each field name.

Use the Detailed view of this form (the default for the form) to add or modify individual Vantagepoint user records. Switch to List view by clicking in the upper right corner. This can be helpful if you need to enable or disable multiple users. To return to Detailed view, click .

Contents

Fields

Field	Description
Users Search	Use the Searches drop-down list to find and select the user that you want to review or edit. The User ID appears above the mapped employee name. To quickly find a user, type in a portion of the User ID or employee name to narrow the results. To refine the results set, click Searches to select a standard or saved search: Click All to select a standard search that lists all records (both active and inactive). Click My Searches : to display a list of users based on your personal search. Click Shared Searches to display a list of users based on a search shared with other team members and roles. Click + New Search to create a new search for user records. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the records and open a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ New User	Click this option to add a user. Enter information for the user on the Users form.
Switch to List View	From Detail view, you can click this icon to switch to the List view of the Users form. In List view, fields are displayed in columns in one grid on the form rather than on separate tabs. One or more user records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can customize the columns and fields that display within the grid to quickly locate and evaluate data. For example, to locate a user record, you can use the list view to filter the records by name, and then review the list to locate the desired record.
Switch to Detail View	From List view, you can click this icon to switch to the Detail view of the form. Detail view is the default view that displays when you open a Users form for the first time. In Detail view, all the fields display on the Users form. The Detail view is the format that is described in help topics in the Online Help system.
Actions	Use these options to edit and manage user information. Edit: Edit the current user record. Copy: Copy the current user information. A new record displays with some of the fields populated with the existing user's information. Specify a unique identifier for the user and edit the remaining fields with the new record's information. Reset Password: Force the user to reset their assigned password. Enable All Logins: Enable all users to use Vantagepoint at the same time. This is helpful when you need to enable all users quickly after you disable users in order to perform system maintenance. Disable All Logins: Disable all users from using Vantagepoint. This is helpful if you need to lock all users out of Vantagepoint when you perform system maintenance. You cannot disable your own username. Generate Users: Open the Generate Users dialog box, where you can create Vantagepoint users from employee records in the Employees hub. This is helpful when you need to create many users at one time. You cannot exceed the number of users that you are licensed to set up. Print Report: Print the associated report directly from this form or to open a dialog box on which you can specify print options before generating the report.
User ID	Enter a user ID in this field. 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. Alternatively, you can use one of the predefined formats from the Username Format field on the Generate Users dialog box. For example, the format Last Name, First Initial, Middle Initial displays the username Richard M. Freeman as FREEMANRM. Vantagepoint defaults to all capital letters. If you edit an existing user ID, you must also change the associated password (unless your firm uses Windows Integrated Security). You cannot change your own user ID. If your firm uses Windows Integrated Security, the following apply: The User ID field is disabled and your Windows username automatically displays in this field. Embedded spaces (for example, Firstname_Lastname) are helpful in usernames because Vantagepoint usernames must match the Windows usernames, which often include embedded spaces.
Employee	Select an employee's name or click Search to find an employee. 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. If you want to create a generic user, do not enter an employee in this field. A username that is not assigned an employee cannot access the applications in Vantagepoint that require an employee number, such as timesheets and expense reports, but can still use other parts of Vantagepoint. For example, you can create a username that is not associated with an employee if you have an outside consultant who does not need to use Time and Expense.
Password	A password is required to log in to Vantagepoint. Enter the password, and document and save it in another location. For security purposes, after you enter and save a password, Vantagepoint converts it to an encrypted password that is stored in the database. This means that the password that you enter is not a string of characters that displays in the Password field; the characters represent the encrypted password, which you cannot convert back to the original password. Password policies assigned in Settings > 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. Vantagepoint disables this field if you select the Windows Authentication option for the user.
Role	Use this drop-down list to select the role for the user. The role defines the user's access rights to Vantagepoint. Each user must have one assigned role. You create and maintain roles on the Roles form in Settings > Security > Roles in the desktop application.
Status	Select Active or Inactive as the user status. If you mark a user as inactive, other fields on this form are disabled and the user cannot log in to Vantagepoint.
Windows Authentication	Select this check box to set up the user for Windows Integrated Security. When you select this option, the user does not have to log in to Vantagepoint in order to use it, as long as the user logs into Windows with the proper network credentials. The login page detects the Windows username and domain, and attempts to log in to Vantagepoint with that username. If the username exists as a valid Vantagepoint user with a valid role, the user can proceed and the login page does not display. If the user is not logged in to the network, Vantagepoint prompts the user for a network identification and password. This check box applies if you set up single sign-on using Microsoft Azure Active Directory.
Domain	Enter the user's domain server name, which is required for Windows Integrated Security. This field is enabled when you select the Windows Authentication option. This field is also required if you set up single sign-on using Microsoft Azure Active Directory.
Support Username	Enter the username that you use for Deltek's Customer Care site. The field accepts user names up to fifty characters long.
Support Password	Enter the password that you use for Deltek's Customer Care site. The field accepts passwords up to fifty characters long. The password entered on this field is encrypted for added security.
Disable Login	Select this check box to revoke the user's ability to use Vantagepoint. When you clear this check box, the user is automatically enabled to use Vantagepoint. If you turned on ODBC connectivity for a user (you selected the Enable Cloud ODBC Connectivity check box in the Cloud ODBC Setting section on this tab), when you select the Disable Login check box, it does not disable ODBC access for the user. You must also clear the Enable Cloud ODBC Connectivity check box on this tab or delete the user completely to disable ODBC access for the user.
Force User to Reset Password at Next Login	This check box is selected by default for new user records. The user must reset their password the next time that they log in. When this option is selected: The Welcome screen displays with an active Change Password dialog box. The Cancel and Exit buttons on the dialog box are disabled. The user must complete the fields on the Change Password dialog box and click OK. The password is reset and the Force User to Reset Password at Next Login option is then cleared.
Multi-Factor Authentication	Select this option to enable multi-factor authentication security. This field is enabled when Enable Multi-Factor Authentication Using TOTP is selected in Settings > Password Policies.
Default Qualified Status	This option displays if you use CRM Plus and the Lead Qualification process is enabled in Settings. Use this option to specify the default value for the Qualified Status option when a new contact is created in the Contacts hub. New Lead: Select this option for all new contacts to be created with a qualified status of New Lead. This indicates that the contact is in the "lead" phase without any associated firm or other records. As you work with the contact and your relationship evolves through the lead qualification process, you can change the contact's status in the Contacts hub to Qualified Contact. Business developers are likely to select this option as the default. If the Role field is set to CRM, this field defaults to display New Lead. You can change the default setting. Qualified Contact. Select this option for all new contacts to be created as qualified contacts. This option is selected by default and allows you to bypass the qualification process if your role does not typically work with prospects. If the Role field is set to Accounting, this field defaults to display Qualified Contact. You can change the default setting.
Country	Select the country location for the user. By default, this field displays the default country as configured in the Defaults tab of the My Preferences dialog box (to display the dialog box, click on the Vantagepoint toolbar and select My Preferences).

Cloud ODBC Settings Section

This section displays if you have the Flex Cloud ODBC Connectivity module activated in Settings > General > Modules. This module allows you to turn on ODBC connectivity between an ODBC-compliant tool of your choice and the Vantagepoint transaction database. This connection allows you to extract and read data from the Vantagepoint database, for example for reporting purposes, or to pull Vantagepoint data into third-party software, and so on. With this module activated, you can configure up to five users for ODBC connectivity. For more information about setting up and using ODBC connectivity, see the Set Up Direct Database Access topic in the Vantagepoint Cloud Administrator's help.

Field	Description
Enable Cloud ODBC Connectivity	Select this check box to turn on ODBC connectivity for a user. You can select this check box for only five users at one time. The Email and Password fields are enabled and require an entry when you select this check box. After you select this check box, enter an email and password, and save the settings. You receive a message that the ODBC account has been successfully created. Deltek Cloud Operations will complete the configuration for the account within three business days. Deltek Customer Support will notify you by email when the configuration is complete and the account is ready to use. The email from Deltek Customer Support is sent to the email address specified in the Email field for the ODBC user. After an ODBC account has been configured for a user, you can delete the account as needed. For example, you may want to free up an account for another user. To delete a user's ODBC account, clear the Enable Cloud ODBC Connectivity check box and click Save. If you delete a user record, the ODBC connectivity is automatically disabled for the user.
Email	This field is enabled when you select the Enable Cloud ODBC Connectivity check box. Enter the email address of the user for whom you are setting up ODBC connectivity. After an ODBC account has been created and configured for a user, you cannot change the email address directly in this field. If you need to change the email address, clear the Enable Cloud ODBC Connectivity check box and click Save. This completely deletes the user's ODBC account. Then select the Enable Cloud ODBC Connectivity check box again, and re-enter an email and password to set up a new ODBC account with the correct email address.
Password	This field is enabled when you select the Enable Cloud ODBC Connectivity check box. Enter the password that the ODBC user will use. The password must contain a combination of lower case letters, upper case letters, numbers, and symbols, and be at least eight characters in length. Password policies that are assigned in Settings > Security > Password Policies do not apply to this password. However, you can change the user's record to include a password at any time. After you select the Enable Cloud ODBC Connectivity check box, enter an email address and password, and click Save, you receive a message that an ODBC account has been successfully created. You will receive an email from Deltek Customer Care within three business days to let you know that the configuration is complete and the account is ready to use. The email is sent to the email address that is specified in the Email field for the ODBC user. You can change the password directly in this field at any time.

Default Print Settings Section

The options in this section determine how the user's reports display and print.

Field	Description
Page Size	From the drop-down list, select the default page size for reports. The page size that you select in this field determines the Page Width and Page Height values. When you select Custom, you can enter the width and height of your choice. Users can modify the page size in Reporting in the desktop application.
Unit of Measure	From the drop-down list, select Inches or Millimeters as the unit of measure to use with the report measurements fields on this tab. Users can modify the unit of measure in Reporting.
Page Width, Page Height	Your setting for the Page Size option determines the width and height settings. The measurements display in either inches or millimeters, based on your selection in the Unit of Measure field. If you select Custom in the Page Size field, these fields are enabled so you can enter a width and height of your choice.
Top Margin	Enter the top margin for a report page.
Bottom Margin	Enter the bottom margin for a report page.
Left Margin	Enter the left margin for a report page.
Right Margin	Enter the right margin for a report page.
Font	Select the default font for reports.