Costpoint Cloud Information Center

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Credential Management Tools

Your company should utilize one of the supported Single Sign On (SSO) models for authentication into your cloud solution. Deltek supports the followings SSO models, ADFS, MS Azure or Okta .

Instructions to setup SSO can be found by clicking on Help > Release Notes (while in Costpoint) and navigating to the Technical Guides section.

As a SaaS Customer Administrator, you are also provided with a set of credentials in User Manager. User Manager is described below and can be thought of as your cloud Active Directory. You should retain these credentials as a secondary way to authenticate into your cloud solution in the event that your company's SSO service experiences a disruption in service.

Any user who requires Citrix access is required to have User Manager credentials. A limited number of users in your company should require Citrix access. Citrix is required if the user plans to access the CER Framework models, utilize SQL Server Management Studio, or access the Development tools in the Development Environment.

In the event that your company does not utilize SSO, Deltek provides customers with User Manager, a cloud Active Directory, to manage user credentials. Deltek also provides a Self Service tool which enables users to manage their cloud credentials.

User Manager

As the SaaS Customer Administrator you have administrative rights to User Manager. User Manager is used to manage your employee’s user credentials. As a SaaS Customer Administrator, you can manually enter your company’s employees into User Manager, or you can follow the Bulk-Load instructions and request Deltek to load users into User Manager.

Upon entering a user into User Manager, User Manager generates a username that will be used by the employee to authenticate into all of the cloud applications.

Tip: After creating an employee’s account in User Manager, you must also enter the user’s username into the application (that is, Costpoint) that the user needs to access.

You can access User Manager via the following link on you Cloud Portal. You will be required to set up Two Factor Authentication to access User Manager.

Manage User Accounts

Self Service

This tool is available to all users in your organization. Using this tool, users can activate their username, establish passwords, reset passwords, and unlock their account.

You can access Self Service via the following link:

Forgot your Password?

Attention: Please see the Create Accounts For All Users section of this document for further information on how to use User Manager and the Self Service tool.