In Deltek Vantagepoint, browse to Settings and Security, then select Roles.


Create a role named "BBConnector"

Add and Modify rights to the following Menu items in the Overview Tab of the Role Record:  



Setup the following Role Permissions:

Full rights to the following Hubs and menu items in the Overview Tab of the Role Record:  

  • Projects
  • Employees
  • Firms
  • My Stuff > Expense Reports
  • Settings > Workflow
  • Settings >  Expense and all Expense SubMenus
  • Settings > General > User Defined Components
  • Settings > General > Screen Designer
  • Transaction Center
  • Utilities > Change Company
  • Utilities > Change Period
  • Utilities > Process Server
  • Utilities > Integrations > API Authorization
  • Blackbox Hubs
    • Concur Utility
    • Concur History
    • Concur Batches
    • Concur Expense Transactions
    • Concur Invoice Transactions
    • Blackbox Configuration
    • Concur List Items

Other areas to check:

  • Accounting Tab: Access to All Transaction Types, Reporting and Entry
  • overviewTab > Administrator account type checkbox
  • Access Rights Tab > Lookup Dropdown – All Lookups
  • Access Rights Tab > Tabs Dropdown – All Tabs
  • Access Rights Tab > Companies > All Companies that will be using Concur (only for clients using MultiCompany features in Deltek)
  • Access to API Authorization in the Integrations Hub


Create a User for the service account by browsing to Settings > Security > Users and assigning it to the role you created above.  
 NOTE:  Please be sure to assign an employee to this user that would have access to all employees expense reports.


NOTE:  If you use a Deltek multi-company database, you must enable the user's role to be able to access that company.