General Tab of the Users Form

Use this tab to define the general details on a user record.

Note: The user's name and last updated information display at the upper left part of the record (below the Users form heading). For new records, it displays Enter User Name Below (for the user name) and None (for the last updated information).
Field Description
First Name Enter or modify the user's first name. You can enter up to 50 alphanumeric characters, including spaces.

Clicking Save displays the first and last names in a single line below the Users form heading.

Last Name Enter or modify the user's last name. You can enter up to 50 alphanumeric characters, including spaces.

Clicking Save displays the first and last names in a single line below the Users form heading.

User ID Enter the current user’s unique ID. You can enter up to 20 alphanumeric characters, including spaces.

Once you create and save the USER ID for a user, you can no longer change it

Email Enter or modify the user's email address. You can enter up to 60 alphanumeric and special characters, including spaces. By default, this field is blank.

Make sure each email address is unique. If you provide the email address, your Deltek application recognizes it for email and paging functions. In addition, the email address serves as an identifier that can be used for Windows Authentication.

Domain Enter or modify the user's domain server name, which is necessary for Windows Integrated Security.
Manager Enter the user's manager from the list of available users, which you can access by clicking the drop-down arrow.
To easily find a user, you can use the Search option at the bottom of the list. Selecting Search displays the User Search dialog box.
  • To refine the results of your search, you can click Filter on the dialog box.
  • Clicking the Select Record button selects the highlighted user and returns you to the main page.

This field is optional; however, it is used in workflows and when reassigning ownership of entities if the user is deleted.

Alternate Manager You can select an alternate manager in a list of available users, which you can access by clicking the drop-down arrow .
To easily find a user, you can use the Search option at the bottom of the list. Selecting Search displays the User Search dialog box.
  • To refine the results of your search, you can click Filter on the dialog box.
  • Clicking the Select Record button selects the highlighted user and returns you to the main page.
Department This field is optional. Enter or modify the name of the department to which the user belongs.

You can enter up to 50 alphanumeric characters, including spaces.

Location This field is optional. Enter or modify the user’s primary location..
You can enter up to 50 alphanumeric and special characters, including spaces.
Primary Role The value defined in this field is used whenever a group is granted access to a data object.

The user's primary role indicates if a menu option is enabled/disabled or invisible.

Delegate My Assignments To This is the user’s delegate, who acts as the owner when the file owner is not available.
To easily find a user, you can use the Search option at the bottom of the list. Selecting Search displays the User Search dialog box.
  • To refine the results of your search, you can click Filter on the dialog box.
  • Clicking the Select Record button selects the highlighted user and returns you to the main page.
  • Toggle Activate/Deactivate to turn on or off the user delegate.
Notes Enter or modify notes about a user.

You can enter up to 250 alphanumeric and special characters, including spaces.