Create a User Profile

After you create user records in the Deltek EPM Security Administrator (SA) by adding a user or importing users, you must create a user profile on the Users form.

For more information, see Users Form Overview.

To create a user profile, complete the following steps:

  1. From the Navigation menu, click Security ยป Users. The Users form in form view displays on the right pane. The General tab displays by default.

  2. Verify if the current record belongs to the user that you want to update. If it is not, in the Search field, enter the user ID and then press ENTER to display the record, use the VCR buttons on the form toolbar to go to the user record, or click to display the User Search dialog box and then search for the user.

  3. Complete the form with the necessary information about the user, such as the first name and primary role in a company.

  4. Click the Group tab to add a group or groups.

  5. Click the Address tab to specify the user's address, phone number and fax number.

  6. Click the Data tab to review the list of all objects, such as calendars, codes, projects and resources, that the selected user has opened. You can remove a lock from a selected object on this form when necessary.

  1. Click the Notes tab to add a note to a user's profile.

  2. Click the Products tab to display a list of installed Deltek products to which the selected user has been assigned, or to assign the product to a user.

  3. On the form toolbar, click Save.

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