If an employee requires access to
Deltek CRM, hover over the employee row in the Employees & Users area and click
near the end of the row to display the User Setup dialog box. On the dialog box, enter the employee's user name and password and assign a security role that provides the necessary access.
Contents
| Field | Description |
|---|
| USER NAME
|
Enter the employee's user name for
Deltek CRM.
An employee can only have one user name, and a user name can only be assigned to one employee.
|
| PASSWORD
|
Enter the employee's default password for
Deltek CRM.
|
| Force password change
|
To require the employee to change his or her password the next time he or she logs in, click this link.
The link is replaced with
User will be prompted to change password. When the user makes the password change, the
Force password change link is again displayed.
|
| SECURITY ROLE
|
Click in this field and select the security role that provides the employee with the appropriate level of access to
Deltek CRM.
|
| Disable Login
|
Select this check box to prevent the employee from logging in to
Deltek CRM using this user name and password. This check box is automatically selected for inactive and terminated employees.
|
| Remove User
|
To remove the user information entirely, click
Remove User.
This action does not remove the employee, only the employee's user information so they can no longer access
Deltek CRM.
|
