Company Settings Tab
Use this tab to establish functional preferences as well as company and email system defaults.
These data fields are company-specific and effective for this company only.
Company Settings
Field | Description |
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Apply Organization Security |
Select this check box to apply organization security for the company. Note: You must specify an organization security group when linking users or user groups to companies on the Manage Users screen or the Manage User Groups screen.
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Allow Reusing of Passwords |
Select this check box to allow users to reuse old passwords. If this check box is later cleared, Costpoint will start to save used passwords, and users are not able to reuse any password established from then on. Previously used passwords are not saved in the history file. |
Header Color |
Select a background color for this company from the drop-down list. When users access this company, the color is applied to the Global Menu. |
Display System in the Header | Select this check box to display the system name on the Global Menu. |
Apply Org Security for Employees without User ID | Select this check box to validate employees who do not have User IDs. Clear the check box to only validate employees who have a User ID. |
Allow HR Org Manager/Rep/Spvsr from Other Companies |
Select this check box to allow entry of Human Resources (HR) organization managers, representatives, or supervisors that do not belong to this company. This check box is only available if this company is licensed for HR. |
Environment Name | Enter an environment name that will display on the Global Menu. |
Email System
Costpoint uses this group box to connect to the SMTP server for routing outgoing email messages.
Field | Description |
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SMTP Server Name |
Enter the name of the email server that is responsible for sending outgoing mail. |
SMTP Port Number |
Enter the port number to use when sending email via SMTP protocol. |
SMTP Server User ID |
Enter a system account user ID to use for SMTP server authentication. |
Password |
Enter the password for the SMTP Server User ID. |
E-mail Redirect | Enter an email address where all emails will be redirected. |
Require SSL/TLS |
Select this check box if your SMTP server requires encryption. SSL is a term commonly used when referring to both Secure Sockets Layer technology and its successor, Transport Layer Security (TLS). Although you may see references to SSL in the application's user interface, all Deltek applications use current TLS protocols to provide protected connections between web servers and web browsers. |
Send all emails from SMTP Server User ID | Select this check box if you want to send all emails from the SMTP Server User ID. |
Company Defaults
Use this group box to set the company defaults. You can override these settings using the Configure User Preferences screen and/or the Manage Users screen.
Field | Description |
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Print Cover Page |
Select this check box to always print a cover page for reports. |
Report Table Purge (Days) |
Enter the number of days after which Costpoint must purge the report table data. |
Costpoint User Accounts
Use this group box to enable and set the defaults for the user creation functionality on the Manage Employee Information screen.
Field | Description |
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Auto-create User Accounts |
Select this check box to enable automatic user account creation functionality on the Manage Employee Information screen. |
Authentication Method |
Select the default authentication method to use when creating user accounts automatically. |
Generate Random Password |
Select this check box to enable the application to generate a random and temporary password based on your system password policy (minimum length, require number, mixed case, and so on). The password is then captured and communicated to the end user in an email. This option is available only if the Database, Windows Domain and Database, or Kerberos Single Sign-on or Database option is selected from the Authentication Method drop-down list. |
Manage User Groups in AD |
Select this check box to manage user groups in the Active Directory. This check box is enabled only when you select specific options from the Authentication Method drop-down list. Note: If you clear this check box or change the authentication method and users are assigned to user groups linked to the Active Directory, the users will remain assigned to those user groups. When you remove users from the Active Directory, they will also be removed from the Costpoint user group linked to the Active Directory.
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Preferred Notification Method |
Select one or more notification methods for Costpoint to inform users of application updates. The options are:
Email is the default notification method. Costpoint must be configured for Skype for Business for the IM option to display. The Device Notification method sends Costpoint alerts to a laptop or mobile device using the default notification method on the device. |
Passkey (FIDO) |
Select this check box to let users log in using a biometric device, such as a FIDO USB key or biometrics (a fingerprint, face recognition, or personal PIN). |
2FA Settings
Use this group box to establish two-factor authentication (2FA) settings for the company. If 2FA is enabled, Costpoint will ask users to enter a one-time passcode after entering their user name and password on the Costpoint login screen.
This group box is disabled if the selected authentication method is Kerberos Single Sign-on, Kerberos Single Sign-on or SAML Single Sign-on, SAML Single Sign-on, or Certificate Single Sign-on.
Field | Description |
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None |
Select this option if you do not want to enforce 2FA for this user. |
Mobile Application |
Select this option if you want to enforce 2FA and allow users to generate a one-time passcode through a mobile device. Additional steps are required for users to fully enable this authentication method. After installing a 2FA application on a mobile device, a user must go to the Configure User Preferences screen to display the 2FA activation bar code, scan it, and complete 2FA enrollment. |
Select this option if you want to enforce 2FA for the company and have Costpoint generate a one-time passcode that will be emailed to users. Users can also receive the passcode by calling the Help Desk. |
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Passkey |
Select this option to use a FIDO USB key or biometrics (a fingerprint, face recognition, or personal PIN) for 2FA for the company. |
Supplier Portal User Accounts
Use this group box to enable and set the defaults for the creation of Vendor Contacts user accounts on the Approve Prospective Vendors screen and Manage Vendors screen. This section is available if you are licensed to use the Supplier Portal.
Field | Description |
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Supplier User Login Creation | Select whether to automatically create a Supplier user login or have the system admin create it.
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Sys Ad Email | Enter the email address of the person who will receive the notification request for the creation or completion of the vendor user. |
SP User Group | Enter, or click to select, a default user group to assign to the new users created for the vendor contacts. |
SP User Org Sec Group ID | Enter or select the default org security group ID for the new users created for the vendor contacts. |
Authentication Defaults
Use this group box to select the default authentication method for the new users created for the vendor contacts.
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Authentication Method |
Select the authentication method.
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Passkey (FIDO) |
Select this checkbox to let users log in using a biometric device, such as a FIDO USB key or other biometric option (a fingerprint, face recognition, or personal PIN). |
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Generate Random Password |
This checkbox will generate and send a random and temporary password based on your system password policy via email when a user is automatically created. This checkbox is selected only when the Database, Windows Domain and Database, Kerberos Single Sign-on or Database option is selected in the SP Authentication Method list. |
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Manage User Groups in AD |
Select this checkbox to manage user groups in the Active Directory. This checkbox is enabled only when you select any of the following options from the Authentication Method field:
When you select this checkbox for the new users, they will automatically be assigned to user groups mapped to the Active Directory entered in the Active Directory or Certificate ID field. Upon login, the user groups linked to the Active Directory where this user belongs display on the Assigned User Groups subtask. User groups linked to a user but are not mapped to the Active Directory still display on the Assigned User Groups subtask. A user can be a member of Costpoint-only user groups and can also dynamically become a member of other user groups linked to the Active Directory. |
2FA Settings
Use this group box to establish two-factor authentication (2FA) settings. If 2FA is enabled, Costpoint will ask users to enter a one-time passcode after they enter their user name and password on the Costpoint login screen.
This group box is disabled if the selected authentication method is Single Sign-on or Certificate SSO.
Field | Description |
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None |
Select this option if you do not want to enforce 2FA. |
Mobile Application |
Select this option if you want to enforce 2FA and allow users to generate a one-time passcode through a mobile device. Additional steps are required for users to fully enable this authentication method. After installing a 2FA application on a mobile device, a user must go to the Configure User Preferences screen to display the 2FA activation barcode, scan it, and complete 2FA enrollment. |
Select this option if you want to enforce 2FA for the new user accounts and have Costpoint generate a one-time passcode that will be emailed to users. Users can also receive the passcode by calling the Help Desk. |
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Passkey |
Select this option to use a FIDO USB key or biometrics (a fingerprint, face recognition, or personal PIN) for 2FA for the company. |