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.

Header Fields

Field	Description
Find user	At the top of the Users form, enter either a complete or partial name or number in the Find user lookup field to find and select an existing user that you want to view or edit. The User ID appears above the mapped employee name. Your current record selection will be preserved if you switch to another application and then return to this form. For information about creating and using searches, see the Search Vantagepoint help topics.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter and Refine Records.
Saved Searches list	To filter the list of users, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create a new ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. All: Display the standard search that lists all records (both active and inactive). My Searches : Display a list of users based on your personal search. Shared Searches Display a list of users based on a search shared with other team members and roles. SQL Where Clause Searches: Display a list of role records based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this option 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.
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	At the top right of the Users form, click + New User to add a user and then enter information for the new user on the rest of the form. o 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. If you have named user licenses for one or more modules, Vantagepoint verifies that you do not have more named users than your licenses allow, and displays a message if you do. This occurs when you open this form and as you add new users or make changes to their roles. If you receive a license violation message, click Other Actions > Review User Licenses on the Actions bar to review the number of named user licenses that you have, how many of those licenses are in use, and which roles are using them.
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 in 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 record you want.
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 the 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. Use the Detailed view of this form (the default) to add or modify individual Vantagepoint user records. If you need to enable or disable multiple users, switch to List view by clicking . To return to Detailed view, click .
Edit	Select this option to edit the current user record.
Other Actions	Use these options to edit and manage user information. Copy: Click this action to 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 then edit the remaining fields with the new user's information. Reset Password: Click this action to force the user to reset their assigned password. Enable All Logins: Click this action to 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: Click this action to disable all users from using Vantagepoint. When a user's record is disabled, the user loses access to Vantagepoint and any sessions, including API sessions, associated with that user. 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: Click this action to 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. Review User Licenses: Click this action to review the number of named user licenses you have, how many of those licenses are in use, and which roles are using them. This action is available only if you have named user licenses for one or more modules other than the ODBC and Intelligence modules. Print Report: Click this action to print the associated report directly from this form or open a dialog box on which you can specify print options before generating the report.
User ID	Enter a user identifier 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, the total length cannot exceed 113 characters, with up to 64 allowed before the @ character and up to 48 allowed after the @ character. You cannot include an @ character, other than the one separating the email username from the domain. You cannot include a period (.) 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 report entry, and other employee functions. If you are creating a generic user, do not specify 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. Specify the user's password and then 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 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 > Security > Password Policies are not enforced when you set a user's password. However, if the password that you specify 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	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.
Status	Set the user status to Active or Inactive. If you mark a user as inactive, other fields on this form are disabled and the user cannot log in to Vantagepoint. When a user's record is disabled, the user loses access to Vantagepoint and any sessions, including API sessions, associated with that user.
Windows Authentication	Select this checkbox to set up the user for Windows Integrated Security. On the login page, the user can log in by checking the Windows Authentication checkbox and clicking the Log In button. If the user has not logged into Microsoft Azure, they will be prompted for their Window's username and password. If the username exists as a valid Vantagepoint user with a valid role, the user will be logged into Vantagepoint. Vantagepoint remembers the Windows Authentication setting for subsequent logins.
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 the Deltek Support Services site. The field accepts user names up to fifty characters long.
Support Password	Enter the password that you use for the Deltek Support Services 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 checkbox to revoke the user's ability to use Vantagepoint. When a user's record is disabled, the user loses access to Vantagepoint and any sessions, including API sessions, associated with that user. When you clear this checkbox, the user is automatically enabled to use Vantagepoint. If you turned on ODBC connectivity for a user (you selected the Enable Cloud ODBC Connectivity checkbox in the Cloud ODBC Setting section on this tab), when you select the Disable Login checkbox, it does not disable ODBC access for the user. You must also clear the Enable Cloud ODBC Connectivity checkbox on this tab or delete the user completely to disable ODBC access for the user.
Force User to Reset Password at Next Login	This checkbox 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 > Security > 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 checkbox to turn on ODBC connectivity for a user. You can select this checkbox for only five users at one time. The Email and Password fields are enabled and require an entry when you select this checkbox. After you select this checkbox, 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 Support Services will notify you by email when the configuration is complete and the account is ready to use. The email from Deltek Support Services 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 checkbox 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 checkbox. 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 checkbox and click Save. This completely deletes the user's ODBC account. Then select the Enable Cloud ODBC Connectivity checkbox 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 checkbox. 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 checkbox, 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 Success 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	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	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.