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.
Related topics:
Import Employees from a .CSV File
To import employees into
Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click
Import From CSV in the Employees & Users area of the Configuration workspace or click
Employees on the Imports tab in the Integrations & Imports area of the Configuration workspace.
Add Employees Individually
To add information about your employees and, for those employees who require access to
Deltek CRM, to enter their user names and passwords and assign a security role, go to the Employees & Users area in the Configuration workspace.
Delete an Employee
To remove an employee from
Deltek CRM, go to the Employees & Users area in the Configuration workspace.
Delete a User
To remove the user information associated with an employee
Deltek CRM, go to the Employees & Users area in the Configuration workspace.
