Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    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
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    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 view the prerequisites and required settings for the Connect for Outlook add-in, see Connect for Outlook Prerequisites and Required Settings.

To assign users to a profile:

  1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect .
  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, complete one of these actions:
    • 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, select the checkbox 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.
  6. When the Provision Result grid displays, check the Provisioning Results column to verify the success of the user activation.
    • If the process was successful, the user names display on the Users list on the Profiles tab when this profile is selected.
    • If the process was not successful, review the details provided in the Message column to determine the reason.