How to...

These help topics provide step-by-step instructions for some basic tasks that you will perform regardless of the area of iAccess that you are working in.

Related topics:

  • Log In to iAccess
    Each time you want to use iAccess, you must enter a valid user ID and password.
  • Log Out of iAccess
    When you are through working in iAccess, you should log out.
  • Change Your Password
    Use the Change Password dialog box to change your iAccess password or, if you currently do not have a password, to start using a password to log in to iAccess.
  • Replace a Forgotten Password
    If you forget your password for logging in to iAccess, you can replace it with a new password from the login page.
  • Retrieve a Forgotten User ID
    If you forget your user ID for logging in to iAccess, you can retrieve it from the login page.
  • Select a Workspace
    To select the iAccess workspace you want to work in, click the name of the currently displayed workspace.
  • Set Date and Number Formats
    Use the My Settings dialog box to set the formats for dates and numeric fields.
  • Connect to Kona Business
    If your firm has implemented integration of iAccess with Kona Business, use the My Settings dialog box to connect to Kona Business from iAccess.
  • Use Drop-Down Lists and Lookups to Enter Data
    When you enter data in iAccess, you often can display a drop-down list or a lookup dialog box and select the value you want to enter in the field or grid column.
  • View Tooltips
    In many cases, you can display tooltips, small text boxes that contain additional information, both for user interface objects (for example, buttons and toolbar icons) and for data (status indicators, data points on dashparts and charts, and so on).
  • Display Help Topics
    Click on the iAccess toolbar or in a dialog box to access help topics.
  • Display iAccess Version and Database Name
    Click on the iAccess toolbar to display the iAccess version number, the database you are connected to, and the user ID you logged in with. Additional information provided includes the Kona Business URL and GovWin IQ URL, if applicable, and software licensing and copyright information.
  • Enable or Disable Usage Tracking
    Use the Usage Tracking dialog box to enable usage tracking. When this option is enabled, iAccess high-level use statistics, such as the number of times that the application is launched and the number of sessions, are gathered and sent to Deltek.
  • Use iAccess on a Tablet
    When you access iAccess on a tablet, the appearance is much the same as on a laptop computer. However, primarily because of the absence of a mouse and the smaller screen size, how you interact with iAccess on a tablet differs somewhat from how you interact with it on a laptop.
Parent Topic: The Basics