Portal
The Deltek Unionpoint Portal is the single gateway for all users (customers and Deltek) to access Deltek Unionpoint.
From the Unionpoint Portal, depending on what was provisioned for your account and for your role, you can access the Unionpoint Integration Platform, as well as manage Portal users.
Portal Roles
In the Unionpoint Portal, there are three types of role available, each with its own level of access. The roles are:
- Admin
- Manager
- User
As a Portal user, any of these roles can be assigned to your Portal account. However, as a Unionpoint customer, you can only have one Portal user whose account is assigned an Admin role.
The following table describes the different tasks that you can accomplish for each of these roles:
| Task | Admin | Manager | User |
|---|---|---|---|
| Access the Portal | ✓ | ✓ | ✓ |
| Access the Integration Platform | ✓ | ✓ | ✓ |
| View Account Settings | ✓ | ✓ | ✓ |
| View Portal Users | ✓ | ✓ | ✖ |
| Add Portal Users | ✓ | ✓ | ✖ |
| Edit Portal Users | ✓ | ✓ | ✖ |
| Delete Portal Users | ✓ | ✓ | ✖ |
| Grant Access Request | ✓ | ✓ | ✖ |
| Revoke Access Request | ✓ | ✓ | ✖ |
| Reset Multi-factor Authentication (MFA) | ✓ | ✓ | ✖ |
| Assign the Admin Role to Another User | ✓ | ✖ | ✖ |