Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Assign Users to a Profile for Outlook Integration

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

Prerequisites:
  • To use Vantagepoint Connect in your Gmail account, you must have a Google Workspace account (formally G Suite). You cannot use a personal gmail.com email with Vantagepoint Connect.
  • You must use Chrome with Vantagepoint Connect for Gmail.
  • 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 allow only certain IP addresses to access Vantagepoint, you must add Connect IP addresses to the Allow list. For a list of IP addresses, see the Troubleshoot Synchronization and Connect Add-in Issues for Gmail or Troubleshoot Synchronization and Connect Add-in Issues for Outlook help topics.
  • 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 that is associated with a user record in Settings > Security > Users.
  • If this is your first use of Vantagepoint Connect, an API Authorization with a Client ID (or consumer key) and Secret are automatically generated for Connect. You can confirm this on the API Authorization screen in Utilities > Integrations. Note that there may be other API Authorizations on that screen that are unrelated to Vantagepoint Connect. Deleting or altering those could break other integrations.
  • For on-premise deployments of Vantagepoint, using Local Active Directory for Integrated Login is supported and uses the Vantagepoint OAuth flow. Using Azure Active Directory is also supported.

To assign users to a profile:

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect Administration.
  2. On the Connect Administration form, click the Provisioning tab.
  3. From the Profile drop-down list, select the name of the profile to which you will assign the user(s).
  4. Select the name(s) of the user that you want to add to the profile.
    You can use the filter to locate names in the grid.
  5. To provision users:
    • For a single user, click + Provisioning on the grid row containing the user name. The User Provisioning fields display. Click Activate Selected to complete the activation.
    • For multiple users, click the check box next to the rows containing the user names. After all users are selected, click Activate Selected to complete the activation and display the Provisioning Multiple Users fields.
    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 Profiles tab when this profile is selected.
    • If not successful, review the details provided in the Message column to determine the reason it was not activated.