Set Up Your A/E firm

As the designated account administrator for your A/E firm, activate your administrator account and update your company information to set up Specpoint for your A/E firm.

Your Deltek onboarder will set up the company account for your A/E firm and Deltek sends you a user invite email. As the designated account administrator, you can modify your A/E firm information, update your own user information, and begin adding other administrators and users.

For more information, contact your Deltek sales representative.

To set up your A/E firm account:

1. Open the user invite email in your inbox and click Activate Your Login.
   If you cannot find the invite email in your inbox, check your spam folder.
2. On the Create Password screen, enter your New Password.
   See Password Requirements.
3. In the Confirm Password field, enter your new password again to confirm.
   Your account is now active and you can now access Specpoint.
4. In the My Profile window, update your profile information:
   1. Enter the Prefix for your name such as a salutation or title.
   2. Enter your First Name.
   3. Enter your Last Name.
   4. Enter the Suffix for your name such as your credentials.
   5. In the Title field, enter your full title or position name.
   6. Enter your Phone Number.
   7. In the Address 1 field, enter the first line of your address.
   8. In the Address 2 field, enter the second line of your address if applicable.
   9. In the City field, enter the city where you are located.
   10. In the State/Province field, enter the state or province where you are located.
   11. In the Postal Code field, enter the postal code for your location.
   12. In the Country field, select the country where you are located.
   Note: The Role field is blank. You cannot update your role in this window. To update your role, use the admin settings for your account. For more information, see Edit User Account Information.
5. Upload a profile photo:
   1. Click Upload an Image.
   2. In the file upload utility, select an image to use.
      You can drag and drop a file, copy and paste a file, or select a file from your device. You can also select a file from various third-party file storage platforms.

      Use the following recommended image formats: JPEG, GIF, BMP, and PNG.

   3. Edit the image.
      You can crop, crop into a circle, and rotate the image.
   4. Click Save.
   5. Click Upload.
   For more information, see File/Image Upload Utility and Upload a File or Image.
6. In the My Profile window, click Save.
7. On the Account Settings page, verify and modify information about your A/E firm:
   Note: This page contains the information that you submitted to your Deltek onboarder.
   1. Enter the Display Name for your A/E firm.
   2. In the Public Phone Number field, select a country number format and enter your A/E firm's phone number.
   3. In the Website field, enter the URL for your A/E firm's website.
   4. In the Address 1 field, enter the first line of your A/E firm's address.
   5. In the Address 2 field, enter the second line of your A/E firm's address, if applicable.
   6. In the City field, enter the city where your A/E firm is located.
   7. In the State/Province field, enter the state or province where your A/E firm is located.
   8. In the Postal Code field, enter the postal code for your A/E firm's location.
   9. In the Country field, select the country where your A/E firm is located.
8. Click Save.

The My Profile window and Account Settings page automatically display only when you set up your A/E firm's account. For more information on succeeding logins, see Log In to Specpoint.