Deltek Vantagepoint Help

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Remove Users from a Profile for Outlook Integration

You can remove a user that was assigned to a Connect profile without removing the user from the Vantagepoint database.

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 remove a user from a group:

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect Administration.
  2. On the Connect Administration form, click the Profiles tab.
  3. In the Profiles grid, click the name of the profile that contains the user that you want to delete.
  4. On the Edit Profiles form, click the Users sub tab and locate the user that you want to remove from the profile.
  5. On the Users grid toolbar, click the Delete option to remove the user from the profile.
  6. When prompted, confirm the deletion.