Adding and managing Company Users

Company Administrators can add new users to the sponsor company. Each new user creates a new user record. These are known as company users. Company users can be entered manually one at a time, or multiple user records can be imported into Primavera Unifier from a CSV file. It is recommended that responsibility for user administration at the company level be delegated to one person, or a small group of people, in order to restrict access and ensure compliance with company standards.

Note: The maximum number of company users that can be added is controlled by the License Manager.

To access the Company Users log

1 Go to the Company Workspace tab and switch to Admin mode.
2 ClickUser Administration>Company Users in the left Navigator. To open an existing user record, select a user from the log and click Open.

Note: If a User Attribute form has been imported, the columns that appear in the Users Log can vary. If designed in Primavera uDesigner, the log can include navigation in the left pane. This navigation allows you to filter the display of users listed in the log. If you decide that you want a standard log to display, you can remove the navigation from the log in Primavera uDesigner. Also, the search criteria in the Find window and sort order can also vary depending on what was added to the User log design in the User Attribute form.

 

Add a new company user

Import company users (add users or update users)

Export user records

Manage user login information (Security tab)

Manage a user’s group membership (Groups tab)

Edit user permissions (Permissions tab)

View user’s project, program, and shell membership (Project/Program/Shell tabs)

Designate a proxy user (Proxy tab)

Send email to a company user

Unlock a locked user account

Change the status of multiple company users

View or print user audit log

 

 

 


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