How to...
These help topics provide step-by-step instructions for entering or importing employee information. For employees who use Deltek CRM, that information includes their logon information and security role.
- Add Employees Individually
To enter information about your employees who will be involved in pursuing opportunities and, for those employees who require access to Deltek CRM, to enter their user names and passwords and assign a security role, go to the Users area in the Configuration workspace. - Import Employees from a .CSV File
To import employees into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click
Import From CSV in the Users area in the Configuration workspace or click
Import Employees From CSV in the Integrations & Imports area in the Configuration workspace.
Parent Topic: Configuration: Users