This section discusses how to add and manage a group’s membership. You can add company users or partner company users to a group. You can also manage a user’s group membership in the Groups tab of the Edit User window of both company and partner users.
To add a user to a group
1 | Go to the Company Workspace tab and switch to Admin mode. |
2 | ClickUser Administration>Groups in the left Navigator. The Groups log opens. |
3 | Select a group and click Open. The Groups window opens. |
4 | Click the Members tab, and click Add. The User/Group Picker opens. The User/Group Picker displays all Active or On-Hold users from the sponsor company and all Partner Companies. The company affiliation is noted in the Company column on the picker. |
Note: If a User Administration design has been imported, the content of the User/Group picker (in User view) can vary. The Find window and sort order can also vary depending on the optional design created in Primavera uDesigner.
5 | Select the user(s) to add to the group. (Press the Ctrl or Shift keys to select more than one user name.) |
6 | Click Add. Users will appear in the Selected Users box. |
7 | Click OK, then click OK to close the Groups window. |
From the Groups window, Members tab, select the user on the list and click Remove.
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