Add a member company to a shell

Active partner company users (users with a unique Primavera Unifier user name, and status of Active or On Hold) can be added to shells and assigned permissions, just like sponsor company users.

To add a member company to a shell

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Company Sponsored Shells > <shell> <shell instance> Member Companies in the left Navigator. The Member Companies log opens.
3 Click the Add button. The Add Member Companies window opens. This window lists the available partner companies that can be added to the shell as a member company.

You can click the Find button to search for a particular company by Company Name or Contact Name.

4 Select one or more companies from the list and click the Add button.
5 At the confirmation window, click Yes. The company is added to the Member Companies log.

 

 

 

 


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