Create a User

You can create a user record at any time. To support employee tasks such as entering timesheets and expense reports, associate a user record with an employee. For non-employees, such as consultants, who do not need access to timesheets or expense reports, create a generic user record without such an association.

To create a user:

  1. In the Navigation pane, select Settings > Security > Users.
  2. On the Actions bar of the Users form, click + New User.
  3. In the User ID field on the blank user record, enter a user identifier 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, 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.

  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 specify an employee in this field. A generic 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 password that you enter does not adhere to the password policies, the Force User to Reset Password at Next Login option is automatically selected.
  6. Use the Role option to select 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 then specify a domain in the Domain field.
  8. In the Support Username field, enter the username that you use for the Deltek Support Services site.
  9. In the Support Password field, enter the password that you use for the Deltek Support Services 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.