Creating User Accounts for P6 EPPM

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Follow these steps to create new user accounts for applications in P6 EPPM including P6, P6 Professional, P6 Team Member interfaces, and P6 Progress Reporter. These steps represent the minimum you must do to create a user account. You can also configure user access to grant or deny a user's access to data.

Note: When you copy a user the user's settings are copied. The new user will have the same Resource Access, Global Security Profile, Project Access, Module Access, Global Preferences, User Interface View, Dashboards, Activities Toolbars, Activities Views, EPS Toolbars, EPS Views, Resource Assignment Toolbars, and Resource Assignment Views as the copied user. The user’s Associated Resource, E-mail address, Phone, and View Preferences are not copied. If the users view is grouped by global security profile or user interface view and you select a different grouping band before pasting a copied user, the new user will be assigned with the global security profile or user interface view corresponding to the grouping band you selected.

To create a new user account:

  1. Click the Administer menu and select User Access.
  2. In the User Access pane, click Users.
  3. On the Users page, click the Add icon.
  4. What appears next depends on your security configuration:

To add users in Native authentication mode see Adding Users in Native Authentication Mode.

To add users in LDAP or SSO authentication mode see Adding Users in LDAP or SSO Authentication Mode.

Tips

Related Topics

Configuring Resources to Use P6 Progress Reporter

Assigning Associated Resources

Configuring Resource Settings for Timesheet Reporting

Setting Overtime Policy

Configuring User Access

The Default Admin Superuser



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Last Published Wednesday, February 19, 2014

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