Security and Your Access to Deltek CRM

Your access to Deltek CRM workspaces, workspace areas, and data is controlled by the security role to which you are assigned.

Through your security role, your system administrator can grant or deny access to individual workspaces and to individual areas within workspaces. Within a workspace or area, he or she can also control whether you can update records or just view them, and can restrict your ability to view or update records to a subset of all records.

If your security role does not give you access to a part of Deltek CRM, that part is usually hidden completely. If you do not have access to a record, that record is not made available for you to select and does not display on reports or on dashboards. In some cases, an option to which you do not have access may be visible but disabled.

Generally, these help topics assume that you have complete access to Deltek CRM and describe all of the areas, tabs, dialog boxes, and possible actions. If you read a description of a part of the product that is not available to you and you think you should have access to it, or if you are unable to access a record that you need to review or update, contact your system administrator about changing your security role.