Configuration: Employees & Users

Use the Employees & Users area in the Configuration workspace to enter or import employee information. For employees who use Deltek CRM, that information includes their logon information and security role.

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 enter or import employee information. For employees who use Deltek CRM, you also enter their logon information and security role.
  • Fields and Options
    Use the tabs, forms, and dialog boxes in the Employees & Users area of the Configuration workspace to enter or import employee information. For employees who use Deltek CRM, you also enter their logon information and security role.
  • Learn More About...
    Understanding key concepts, components, and procedures will help you enter or import employee information more efficiently.
Parent Topic: Configuration Workspace