View or edit a project user’s profile

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View or edit a project user’s profile

You can edit a project user’s details. These procedures apply to sponsor company users and member company users.

To view or edit a project user profile

Go to the Company Workspace tab and switch to Admin mode.

Click Company Sponsored Projects > [project] > User Administration > Users in the left Navigator. The Users log opens.

Select a user from the list and click Open. The Edit Project User window opens. The window has the following tabs: General, Groups, Permissions and Custom.

In the General tab, review the contact information for the user as it will appear in the Project Directory. By default, the project address (as defined in the project details) displays as the contact address. You can edit this information as necessary.

You can also modify the user's project status:

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Active: User is listed in Project Directory, in User/Group Picker, User can log in and participate in the project. New users are Active by default.

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Inactive: If you deactivate a project user, the user’s name will not appear anywhere for selection on any project-related functions. The user will not be able to access the project. Inactivating a user at the project level does not affect their status on other projects.

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On-Hold: User can be added to a project, or assigned as a participant in a business process workflow but cannot log in.

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Select the Show user on the Project Directory option if you want the user's information to be viewable in the Project Directory.

In the Groups tab, you can add or remove the project users to a project-level group the same way that you add company users to company groups. Click the Add button to add a group to the user’s list, or select a group and click Remove to remove the user from the group.

In the Permissions tab, you can assign project-related permissions to the user, by module and mode. For more information about assigning permissions, see Company User Administration. Permissions are described in the Primavera Unifier and uDesigner Reference Guide.

In the Custom tab, you can view available custom attributes that may have been added to the user form.

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