Configuration: Security

Use the Security area in the Configuration workspace to specify your password policies and set up the security roles that control access to Deltek CRM.

Be aware that changes to configuration settings do not immediately affect users who are logged on at the time the change is made, including the person who makes the changes. The changes only take effect for those users after they log out of Deltek CRM and then log back in.

Related topics:

  • How to...
    In the Security area of the Configuration workspace, you can specify your password policies and define security roles.
  • Fields and Options
    Use the tabs, forms, and dialog boxes in the Security area of the Configuration workspace to specify your password policies and define security roles.
  • Learn More About...
    Understanding key concepts, components, and procedures will help you specify appropriate password policies and define security roles that match your employees' need to access Deltek CRM.
Parent Topic: Configuration Workspace