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Create User Accounts One at a Time

Use this procedure to create a single user account.

Note: If you add a user by mistake, you can follow the instructions in the Delete User Accounts section.

To create single user accounts:

  1. Log on to User Manager with your username and password.
    Make sure that you have activated your account before performing this step.
  2. Click the following link: Manage User Accounts

    This link is also accessible by clicking the Manage User Accounts link on your Cloud Portal.

  3. On the User Mgmt tab, click Create Single User.
  4. On the User Profile tab, complete the following fields for this user:
    • First Name
    • Last Name
    • Phone Number
    • Email

    The other fields on this screen are automatically populated with default settings.

    Note: Usernames are limited to 20 characters. The 20-character limit includes the 5-digit client ID and periods (.). The system will truncate usernames over 20 characters.

    All usernames will be generated using the following format:

    12345.Firstname.Lastname where 12345 is your Deltek customer number.

    First and last names cannot contain spaces or any special characters, including hyphens (-) or apostrophes (‘).

    Double check the email address to ensure that it is accurate. If the email address is incorrect, then enter the correct email address. Any valid email address can be used.

  5. Specify a date when this user’s account will expire by completing the following steps:
    1. Click the Account Details tab.
    2. In the Account expires field, select End of, and enter a date or select Never.
  6. If your company is deployed on CER v7.1.3, and the user needs access to CER, continue with the step 7; otherwise, click Create User.
    An activation email will be sent to the user.
  7. If your company is deployed on CER v7.1.3, you must specify the type of license and database access for the user by completing the following steps:
    If your company is deployed on CER v7.2.1, please refer to the How to Configure CER for All Users section in this guide.
    1. Click the Account Details tab.
    2. In the Group/Profile section, find the Member of field, and click Edit.
    3. Select the appropriate CER License type.

      The license permissions are progressive, with the Admin containing all available permissions. The list in the table starts with the highest permission license type first, which is Admin. Thus, when adding Admin rights to a user, you do not also have to give the user Pro, Bus, and Con license types. Each user should only be assigned one license type.

    4. Deltek checks to make sure the number of license types you assign to your users does not exceed the total that your company is licensed for.
      CER License Type Description
      {Client}-CER-ADMIN Use this to represent a CER Admin license
      {Client}-CER-DEV Use this to represent a CER Developer
      {Client}-CER-ADV Use this to represent an Advanced CER User
      {Client}-CER-USER Use this to represent a CER User
    5. The chart below further outlines the capabilities of each CER License Type in the cloud.
      CER Capabilities CER User Advanced CER User CER Developer CER Administrator
      IBM Cognos Connection X X X X
      IBM Cognos Mobile Applications X X X X
      IBM Cognos Workspace X X X X
      IBM Cognos Workspace Advanced X X X
      IBM Cognos Report Studio X X X
      IBM Cognos Event Studio (available to CER Users upon request) X X X
      IBM Cognos Query Studio X X X
      IBM Cognos Analysis Studio X X X
      IBM Cognos Framework Manager X X
      IBM Cognos Administration X
    6. Select the appropriate Database(s) access.

      By default all of your CER users are provided access to the Production System.

      CER System Type Description
      {Client}-CER-DB-SAND Provides user access to the corresponding Costpoint Sandbox database.
      {Client}-CER-DB-CONFIG Provides user access to the corresponding Costpoint Implementation/Test Environment.
      {Client}-CER-DB-TEST Provides user access to the corresponding Costpoint databases in the Implementation/Test Environment.
    7. Click the Add button to add each as needed to the Selected Groups.
    8. Click OK, and then click Create User.
  8. If you want the user to be provided with access to your company's Web Service Development Environment please follow the steps below.
    Note: Web Services Development Environment is only provided if the Web Services Development Environment service request is submitted. Assigning a user to the following security group in User Manager will not trigger the provisioning of a Web Services Development Environment.
    1. Click the Details tab.
    2. In the Group/Profile section, find the Member of field, and click Edit.
    3. Select the following security group:
      EIC Security Group Description
      {Client}-CPI Users in this group will have access to the Web Services Development Environment
  9. If you want the user to be assigned as the Costpoint Analytics and/or Capture Analytics Admin please follow the steps below.
    If your company is only a Capture Analytics customer and not a Costpoint Cloud customer your SaaS Customer Admin is assigned as the Capture Analytics Admin when your solution is deployed.

    Complete the Analytics Admin Setup service request. The service request will instruct you to complete and submit the DeltekAnalyticsAdminSetupTemplate.xlsx spreadsheet (KB article #89600 contains the spreadsheet). This service request can also be used to remove a user's Analytics Admin rights.

  10. If this user requires access to Costpoint Analytics or Capture Analytics, select the appropriate Dashboard Security Group.

    Users may be assigned to more than one Dashboard Security Group.

    1. Click the Account Details tab.
    2. In the Group/Profile section, find the Member of field, and click Edit.
    3. Select the appropriate dashboard.
      Dashboard Security Group Dashboard Description
      {Client}-CMA Capture Analytics User
      {Client}-CPA Costpoint Analytics User
      {Client}-CPA-BnP Budgeting & Planning Dashboard
      {Client}-CPA-TE Time & Expense Dashboard
      {Client}-CPA-GL General Ledger Dashboard
      {Client}-CPA-IndirectRates Indirect Rates Dashboard
      {Client}-CPA-TimeCorrections Time Corrections Dashboard
      {Client}-CPA-REQ-PO-AP Purchase Reqs/Orders, Acct Payables Dashboard
      {Client}-CPA-CFO Chief Financial Officer Dashboard
      {Client}-CPA-PSR Project Status Report