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Change user status in bulk

To change user status in bulk

1 Go to the Company Workspace tab and switch to Admin mode.
2 In the left Navigator, click Company Sponsored Projects > All or Company Sponsored Shells > shell log (for the shells that you have configured).
3 Select projects or shells from the log.
4 Choose File > Export > Export Users. This will export the current users for the selected projects or shells to a CSV file.
5 In the Status column of the CSV file, change the status of the user as needed. Valid status designations are:
• Active
• Inactive
• On-Hold

Also, you can add new users. Be sure to provide valid values in all columns.

6 Save the CSV sheet when you are finished modifying the user statuses.
7 Navigate back to the log and choose File > Import > Import Users.

The import process will change the status of existing users and add new users as specified in the CSV sheet. Users can be added from companies listed under the Member Companies node at the project/shell level.

The import process will load all rows that have no errors.The import can issue exceptions if:

• A user is not a valid user in Primavera Unifier
• The user/company combination is not valid
• The group is not valid in the project/shell
• The Partner user license is exceeded
• Insufficient permissions exist to change the user status or add a user
8 Upload the modified CSV file and click OK.

 

 

 

 

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