Adding and updating contacts who can access the Deltek Support Center and contact Support Services
KB Article #:
36134
Summary:
Adding and updating contacts who can access the Deltek Support Center and contact Support Services
Description:
Adding and updating contacts who can access the Deltek Support Center and contacting Support Services.

Who Can Manage Your Contacts
A Support Contact Manager (SCM) at the organization is responsible for adding new support contacts and editing existing contacts. They are also responsible for granting access for the following functions; access to the Deltek Support Center, add additional support contact managers, access to download corrections, ability to contact support, and remove contacts. The Manage Company Contacts on the site allows them to add or edit these contacts.

How to Manage Your Contacts
Please go to Administer > Manage Company Contacts on the Deltek Support Center Home page, next to Connect or from the Menu and select Manage Company Contacts under Administer. Note: If you are not a Support Contact Manager (SCM), this option will not be available.  

Anyone on your list with a "Yes" beside "Authorized Support Contact" and "Yes" beside "Online Support Contact" is an Authorized Contact.  To designate a user as a Support Center Contact please ensure their record displays "No" beside "Authorized Support Contact" and "Yes" beside "Online Support Contact".  This update ensures they will still have access to all the functions of the Deltek Support Center except submitting cases and accessing download corrections.

To determine the number of Authorized Support Contacts your Organization has based on the Support Plan see Deltek Support Services.

To add a new contact:

  1. Under Administer select Manage Company Contacts.
  2. Click Add Contact. 
  3. Enter the information for the new support contact:  

Image Email Address - Use lowercase letters only. The email address will default as the Username. Note: This email address has to be a unique email address and not used for any other contact record on the Deltek Support Center.
Image Username - The email address will default as the Username.
Image First Name
Image 
Last Name
Image 
Office Phone - Minimum 10 numbers; space characters allowed e.g., 999.999.9999.
Image Office Phone Extension
Image 
Alternate Phone - Minimum 10 numbers; space characters allowed e.g., 999.999.9999.
Image Job Title

Set the appropriate permissions:

​  
Image Online Support Contact - Select Yes if the contact can access the Support Center.
Image 
Primary Support Contact - Select Yes if this contact will be responsible for Deltek products and should be included on the primary distribution list for email correspondence from Deltek.  You will be prompted to accept the Terms & Conditions.  
Image Privacy Contact - Select Yes if the contact will be the primary point of contact for communications from Deltek relating to Deltek’s Privacy Terms and related privacy practices. 
Image 
Authorized Support Contact - Select Yes if the contact can submit cases. If the Yes is grayed out and you see the "Maximum number of Authorized Support Contacts has been reached" message, you will not be able to designate this contact as an Authorized Support Contact at this time.  Simply, proceed with creating the new contact.  You will need to remove the Authorized Support Contact permission from an existing contact (See the To edit a contact: section) and then you will be able to add that Authorized Support Contact permission to this new contact.
Image Support Contact Manager - Select Yes if you want the contact to manage support contacts and the support functions they can perform.
Image Download Corrections - Select Yes if the contact can download Deltek correction files. This provides access to the Product Downloads tab and ability to upload files from the Transfer Files to Support.
Image View All Cases - Select Yes if the contact can view the cases they submitted and any cases submitted for the organization. Important Note: In order to view cases a contact must be an Authorized Support Contact.
Image 
Contact is Partner - Select Yes if the contact is a Deltek Partner you are working with and enter their ?Partner Name and Client ID (Note: The partner should provide this information to you.).

   5.  Click Add New Contact.

To edit a contact:

  1. Under Administer select Manage Company Contacts.
  2. Click on the contact's name you want to edit.
  3. Update the appropriate fields:

Image Email Address - Use lowercase letters only. The email address will default as the Username. Note: This email address has to be a unique email address and not used for any other contact record on the Deltek Support Center site.
Image Username - The email address will default as the Username.
Image First Name
Image 
Last Name
Image 
Office Phone - Minimum 10 numbers; space characters allowed e.g., 999.999.9999.
Image Office Phone Extension
Image 
Alternate Phone - Minimum 10 numbers; space characters allowed e.g., 999.999.9999.
Image Job Title

Set the appropriate permissions: 


Image 
Online Support Contact - Select Yes if the contact can access the Support Center.
Image 
Primary Support Contact - Select Yes if this contact will be responsible for Deltek products and should be included on the primary distribution list for email correspondence from Deltek.  You will be prompted to accept the Terms & Conditions.
Image Privacy Contact - Select Yes if the contact will be the primary point of contact for communications from Deltek relating to Deltek’s Privacy Terms and related privacy practices.  
Image Authorized Support Contact - Select Yes if the contact can submit cases. If the Yes is grayed out and you will need to remove the Authorized Support Contact permission from an existing contact and then you will be able to add that Authorized Support Contact permission to this new contact.
Image Support Contact Manager - Select Yes if you want the contact to manage support contacts and the support functions they can perform.
Image Download Corrections - Select Yes if the contact can download Deltek correction files. This provides access to the Product Downloads tab and ability to upload files from the Transfer Files to Support.
Image View All Cases - Select Yes if the contact can view the cases they submitted and any cases submitted for the organization.
Image Contact is Partner - Select Yes if the contact is a Deltek Partner you are working with and enter their Partner Name and Client ID (Note: The partner should provide this information to you.).

Image Remove Contacts - Select Yes if the contact is no longer with your organization and should be inactivated and removed from the Contact Management view.

   5.  Click Update Contact.

What if there is no Primary Support Contact (PSC) or Support Contact Manager (SCM) assigned?

Have a corporate-level officer of the company email DSSOps@deltek.com the following information:
  • Name of the contact (first and last name) to be designated as the Primary Support Contact.
  • Contact's primary e-mail address
  • Contact's phone number
 
Details  
 
To view full details, log in with your Deltek Support Center account.