View or edit a shell user’s profile

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View or edit a shell user’s profile

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

To view or edit a shell user profile

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

Click Company Sponsored Shells > [shell instance] > User Administration > Users in the left Navigator. The Users log opens.

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

Note: If a User Administration design has been imported from Primavera uDesigner by your Administrator, the content of this profile can vary.

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

You can also modify the user's shell status:

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

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

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

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

In the Groups tab, you can add or remove the shell users to a shell-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 shell-related permissions to the user, by module and mode.

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

Oracle Corporation