Add a User

Add users to assign access to the individuals your company works with. You can choose whether to assign application administrators, company restricted users, contacts, idea submitters, or general users.

All users added to the application must be associated with a company. Users can only be assigned to one company throughout Primavera Cloud. When you are adding a user to a company for the first time, add them to the correct company. A user may be invited to multiple instances of Primavera Cloud, but can only be associated to the same company. For example, if a user is assigned to Company A on an instance of Primavera Cloud, then they can only be added to Company A on any other instance that they are invited to.

To add a user:

  1. In the object selector, select Global Admin.
  2. In the sidebar, select Users.

    Note: This can also be done from the General page for a company. To access the General page, select a company on the Companies page.

  3. On the Users page, select Add.
  4. In the Add User panel, complete the following steps:

    Notes:

    • If Consent Notice is not enabled, application administrators can view all of the below steps in the Add User panel. User administrators can only view the User Details, User Groups, Apps, and Summary steps when adding a new user.
    • If Consent Notice is enabled, then only certain steps of the Add User panel will be available. For application administrators, the User Details, Defaults, Apps, and Summary steps will be available. For user administrators, only the User Details, Apps, and Summary steps will be available.
    1. In the User Details step, complete the Basic and Permissions sections:
      1. Company: Enter the company that the user is being added to.

        Note: If the user is being added to a company from the General page for a company, then this field will be autopopulated with that company and can't be edited.

      2. Office: Select one or more offices for the user.

        Note: If the user is being added to a company from the General page for a company, then this field will be autopopulated with the office selected on the page. You can also add additional offices for the user.

      3. Email: Enter the email address for the user.

        Notes:

        • The email address will be the username required for logging into the application. If the email address already exists in the system, a Use This button will appear.
        • If a user is added to an instance of Oracle Primavera Cloud hosted in the Oracle Cloud Infrastructure, select the Non-Federated User option when adding a new user who does not exist in your company's identity provider.
      4. First Name: Enter the first name of the user.
      5. Last Name: Enter the last name of the user.
      6. Language: Enter the user's language.
      7. (Optional) Complete additional fields.
      8. (Optional) Copy Security Settings from Existing User: Application administrators can choose to copy the security settings from an existing user, which will copy their user groups, permission set defaults, user access, and apps. This will populate the User Groups, Defaults, Access, and Apps steps on this Add User panel, though you can then modify the choices on those steps to personalize the options for the new user. If Consent Notice is enabled, the User Groups and Access will not be copied from another user.
      9. User Type: Select a User Type for the user from the following options:
        • User: A user of the system whose access to data is determined by assigned permissions.
        • Company Restricted User: A user of the system who can only access records associated with the assigned company.
        • Application Administrator: A user of the system who can administer all components of the application. This option is only available for users created in the owning company.
        • Contact Only: A user of the system who receives Primavera Cloud email notifications but cannot log in to the application. A contact does not require a license.
        • Idea Submitter Only: A user who can submit ideas in the application. This user can only see the information of the company they belong to. An Idea Submitter does not require a Primavera Cloud license.
      10. License: Select which Oracle Primavera Cloud Service licenses to assign from the following options. You only have to select licenses for users in the Named Users license model. See Types of Licenses for more information on which apps and pages each license grants access to.
        • Portfolio and Capital Planning License: For portfolio planners to propose and manage the portfolios across your organization.
        • Progress License: For users who only need access to their activities and timesheets.
        • Schedule License: For power schedulers to prioritize, plan, manage, and evaluate projects across your organization.
        • Tasks License: For schedulers that use task management to manage their projects.
      11. Global Permission Set: Select a permission set for the user.
    2. In the User Groups step, assign the user to user groups. Users will gain access to the objects that the user group is assigned to.
    3. In the Defaults step, determine the default permission sets that a user will have when being assigned to a new object. The default permission sets will populate the permission set fields when new user access is being assigned. However, the permission sets chosen for the user's access to the specific object can be modified when the access is being added.
    4. In the Access step, assign the user direct access to individual projects, portfolios, workspaces, ideas, and programs. When you assign access to an object, you must also define the permission sets for that access. You can choose to keep the default permission sets or assign different permission sets. An access type of User indicates that the user was assigned directly to the object. An access type of Workspace indicates that the user has gained access to that object indirectly through the user's assignment to the workspace. The user was assigned to the owning workspace of the object with a permission set defined for that object that grants the user access.
    5. In the Apps step, determine the apps that a user will be able to access from the sidebar.
    6. In the Summary step, view a summary of all of the user information configured in the Add User panel. You can also edit your selections if necessary.
  5. Select Finish.

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Last Published Monday, June 24, 2024