General Tab of Users Form

Use the General tab to create a username for an employee, specify a password, assign the user to a security role, and set up default report settings for the user. You cannot exceed the number of users that you are licensed to set up.

Contents-Detail View

Use the Detail View of this tab to add or modify individual Vision user records. Switch to List View if you need to enable or disable multiple users.

Field	Description
Username	Enter a username in this field. You can use a combination of uppercase characters, blank spaces, and periods. Alternatively, you can use one of the predefined formats from the Name Type field on the Generate Users tab. For example, the format Last Name, First Initial, Middle Initial displays the username Richard M. Freeman as FREEMANRM. Vision defaults to all capital letters. If your firm uses Windows Integrated Security, review the following guidelines: The Username field is disabled and your Windows username automatically displays in this field. Embedded spaces (for example, Firstname_Lastname) are helpful in usernames because usernames are required to match the Windows usernames. Windows usernames often include embedded spaces.
Password	Enter the password, and document and save it in another location. For security purposes, after you enter and save a password Vision converts it to an encrypted password that is stored in the database. This means that the password that you enter is not a string of characters that displays in the Password field; the characters represent the encrypted password, which you cannot convert back to the original password. If you leave a user's password blank, the user must leave the Password field blank on the Vision Login dialog box. However, you can change the user's record to include a password at any time. Vision disables this field if you select the Windows Authentication option for the user. Password policies assigned on the Password Policies form do not apply to this field.
Windows Authentication	Select this check box to set up the user for Windows Integrated Security. When you select this option, the user does not have to log in to Vision in order to use it, as long as the user logs into Windows with the proper network credentials. The login page detects the Windows username and domain, and attempts to log in to Vision with that username. If the username exists as a valid Vision user with a valid role, the user can proceed and the login page does not display. If the user is not logged in to the network, Vision prompts the user for a network identification and password. If you use the Vision cloud offering, Deltek First Vision Essentials, or on-premise Vision, this check box applies if you set up single sign-on using Microsoft Azure Active Directory.
Domain	Use the drop-down list to select the user's domain server name, which is necessary for Windows Integrated Security. The drop-down list includes the available domain servers and is enabled when you select the Windows Authentication option. If you use the Vision cloud offering, Deltek First Vision Essentials, or on-premise Vision, this field applies if you set up single sign-on using Microsoft Azure Active Directory.
Disable Login	Select this option to revoke the user's ability to use Vision. If this option is cleared, the user is automatically enabled to use Vision.
Force User to Reset Password at Next Login	Select this option to force the user to reset his or her password the next time the user logs in. When this option is selected, the following occurs: The Welcome screen displays with an active Change Password dialog box. The Cancel and Exit buttons on the dialog box are disabled. The user must complete the fields on the Change Password dialog box and click OK. The password is reset and the Force User to Reset Password at Next Login option is cleared.
Role	Use this drop-down list to select the role for the user. The role defines the user's access rights to Vision. Each user must have one assigned role. You create and maintain roles on the Roles form.
Employee	Enter the employee's name or click Search to display the Employee lookup and select an employee record. Vision automatically creates a relationship between the selected employee record and the username that you specify in the Username field. This relationship is important for timesheet entry, expense entry, and other employee functions. If you want to create a generic user, you do not enter an employee in this field. A username that is not assigned an employee cannot access the applications in Vision that require an employee number, but can still use other parts of Vision. For example, you can create a username that is not associated with an employee if you have an outside consultant who does not need to use Vision Time and Expense.
Support Username	Enter the username that you use for Deltek's Customer Care site. The field accepts user names up to fifty characters long.
Support Password	Enter the password that you use for Deltek's Customer Care site. The field accepts passwords up to fifty characters long. The password entered on this field is encrypted for added security.

Default Report Settings

The options in this section determine how the user's reports display and print.

Field	Description
Page Size	From the drop-down list, select the default page size for reports. The page size that you select in this field determines the Page Width and Page Height values. When you select Custom, you can enter the width and height of your choice. Users can modify the page size in Reporting.
Unit of Measure	From the drop-down list, select Inches or Millimeters as the unit of measure to use with the report measurements fields on this tab. Users can modify the unit of measure in Reporting.
Page Width, Page Height	Your setting for the Page Size option determines the width and height settings. The measurements display in either inches or millimeters, based on your selection in the Unit of Measure field. If you select Custom in the Page Size field, these fields are enabled so you can enter a width and height of your choice.
Top Margin	Enter the top margin for a report page.
Bottom Margin	Enter the bottom margin for a report page.
Left Margin	Enter the left margin for a report page.
Right Margin	Enter the right margin for a report page.
Printer	Select the default printer from which to print reports. The options available in this list depend on the report printers defined on the Report Server Printers tab.
Font	Select the default font for reports.
Country	Select the country to populate the user's Default Country in User Options. This drop-down list displays all values from the Country Code Table in General Configuration.

Cloud ODBC Section

This section displays in the cloud offering of Vision (Deltek First Vision Essentials) if you activated the Flex Cloud ODBC Connectivity module in Configuration > Module Activation. This module allows you to turn on ODBC connectivity between an ODBC compliant tool of your choice and the Vision transaction database. This connection allows you to extract and read data from the Vision database, for example for reporting purposes, or to pull Vision data into third-party software, and so on. With this module activated, you can configure up to five users for ODBC connectivity. For more information about setting up and using ODBC connectivity, see the Deltek First Vision Essentials Administration Guide.

Field	Description
Enable Cloud ODBC Connectivity	Select this check box to turn on ODBC connectivity for a user. You can select this check box for only five users at one time. The Email and Password fields are enabled and require an entry when you select this check box. After you select this check box, enter an email and password, and save the settings, you receive a message that the ODBC account has been successfully created. Deltek Cloud Operations will complete the configuration for the account within three business days. Deltek Customer Care will notify you by email when the configuration is complete and the account is ready to use. The email from Deltek Customer Care is sent to the email address specified in the Email field for the ODBC user. After an ODBC account has been configured for a user, you can delete the account as needed. For example, you may want to free up an account for another user. To delete a user's ODBC account, clear the Enable Cloud ODBC Connectivity check box and click Save on the toolbar.
Email	Enter the email address of the user for whom you are setting up ODBC connectivity. After an ODBC account has been created and configured for a user, you cannot change the email address directly in this field. If you need to change the email address, clear the Enable Cloud ODBC Connectivity check box and click Save on the toolbar. This completely deletes the user's ODBC account. Then select the Enable Cloud ODBC Connectivity check box again, and re-enter an email and password to set up a new ODBC account with the correct email address.
Password	Enter the password that the ODBC user will use. The password must contain a combination of lower case letters, upper case letters, numbers, and symbols, and be at least eight characters in length. Password policies that are assigned in Configuration > Security > Password Policies do not apply to this password. After you select the Enable Cloud ODBC Connectivity check box, enter an email address and password, and click Save, you receive a message that an ODBC account has been successfully created. You will receive an email from Deltek Customer Care within three business days to let you know that the configuration is complete and the account is ready to use. The email is sent to the email address that is specified in the Email field for the ODBC user. You can change the password directly in this field at any time.

Contents-List View

Click the List View option on the toolbar of the Users form to display the Users grid. The columns on the grid have the same function as above but you can use the grid options to enable or disable multiple user records at one time.

Field	Description
Users Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Enable All	Click this option to enable all users on this grid.
Disable All	Click this option to disable all users on this grid.
Insert	Click this option to insert a user on this grid.
Copy	Highlight a user and click this option to copy the user's information and create a new record with a unique username.
Delete	Highlight a user and click this option to delete the user from the grid.
User	This column lists usernames.