Follow these steps to create new user accounts for applications in P6 EPPM including P6, P6 Professional, and P6 Team Member interfaces. 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 (including multiple user views), EPS Toolbars, EPS Views (including multiple user views), Resource Assignment Toolbars, and Resource Assignment Views (including multiple user views) as the copied user. The user’s Associated Resource, email 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:
- Launch P6 as an administrator.
- Click Administration.
- On the Administration navigation bar, click User Administration.
- On the User Administration page, click Users.
- On the Users page, click the Add button.
- What appears next depends on your security configuration:
To add users in Native authentication mode see Adding Users in Native Authentication Mode for On-Premises.
To add users in LDAP or SSO authentication mode see Adding Users in LDAP or SSO Authentication Mode for On-Premises.
Note: If you want further information about creating new users with provisioning in Oracle Identity Manager, refer to the Oracle Fusion Middleware User's Guide for Oracle Identity Manager.
Tips
- For a video tutorial about creating User Accounts, please visit the following knowledge article:
How To Configure User Access In P6 [Video] [ID 1462852.1]
- Give each user a unique name with up to 30 alpha-numeric characters.
- For example, a global organization has three users with the following Login Name field values to uniquely identify them: tharris, tjharris, and tsharris. The following Personal Name values are added to assist the entire organization in identifying the users:
tharris Thomas Harris in Accounting (USA)
tjharris Thomas J. Harris in Legal (ESP)
tsharris Tina S. Harris in Design (CAN)
- Cloud only: To configure a default email address for users without an email address, submit a Service Request in My Oracle Support.
- Oracle recommends using strong passwords. Strong passwords in P6 EPPM contain between 8 and 20 characters and at least one numeric and one alpha character. To further strengthen the password, use a mixture of upper and lower case letters.
- For security reasons, Oracle strongly recommends that on-premises users replace the default Admin Superuser (admin) immediately after a manual database installation or an upgrade from P6 version 7.0 and earlier.