Update users

You are here: Primavera Unifier Administration Mode > Shell Administration > Updating Shells > Update users

Update users

You can add new users to multiple shells at once by adding them to a shell template in the User Administration > Users module. When adding new users to a shell, you can assign individual permissions directly to a new user, or add the user to a group to apply group permissions.

The Update Shells process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Some notes about updating users

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Users are identified by their unique User ID.

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Any Active, Inactive or On-hold users can be pushed.

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If the user does not already exist in the shell, the user will be added to the shell with the permission settings and group membership.

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If the user already exists in the shell, the user information is updated (replaced) with the user information as entered in the shell template. This includes permission settings and group membership.

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If a group that the user was added to doesn’t already exist in the shell, the group will be added, and the user will be added to the group. Group permissions are not updated; this is done by updating groups.

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If the group already exists, the user will be added to it. Group properties and permissions will not be affected.

To add or update users using Update Shells

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

Click Templates > Shells in the left Navigator.

Open the shell type template to update.

In the shell type template, navigate to the User Administration > Users log.

Add a user to the shell type template, or select a user to edit. Define user parameters and assign permissions.

Select one or more users in the Users log.

Click the Update Shells button and choose one of the following:

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Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in Primavera uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.

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All Shells: You can use this option to update all shells of that shell type.

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History:You can view the update history from past updates or cancel a request before the update begins.

An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.

Click Yes if you want to proceed with the update, or No to cancel.

Oracle Corporation