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.
Related topics:
Security: An Overview
You control who has access to
Deltek CRM by setting up each user as an employee and assigning each employee a unique user ID/password combination. You control the level of access that those employees have to
Deltek CRM by creating security roles, defining the levels of access for each role, and then assigning the appropriate role to each employee.
Actions and Required Role Settings for the Resource Planning Workspace
The menu access, rights, and records access specified for an employee's security role determine the parts of Resource Planning they have access to, the planning records they have access to, and the actions they can perform.
