After you have created a project, you will need to add users to the list of approved project users. Project users can be from your own sponsor company, or from approved member companies.
When adding users from your company to the project:
- To add users from your own (sponsor) company, the user must be either Active or On-Hold at the company level. When added, the user will automatically be Active for the project.
- Users who are Inactive at the company level cannot be added to a project.
When adding users from a partner company to the project:
- In order to add a user from a partner company, the company must first be added to the Member Companies list for the project. The user must be either Active or On-Hold at the company level for their own company. When added, the user will automatically be Active for the project.
- The user does not necessarily need to be listed in the Partner Users log at the company level in order to be added to a company. If the user is listed in the Partner Users log, the user must be Active or On-Hold. If the user is not already in the Partner Users log, they will be automatically added to the list of Partner Users with a status of Active.
To add users to a project
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company SponsoredProjects > [project] > User Administration > Users in the left Navigator. The Users log opens. The log lists all users that are already part of the project.
- Click New. The User/Group Picker opens.
Note: If a User Attribute form has been imported, the project user log will reflect the design of any designed Partner Log included in that form. See Importing User Attribute Form for details.
- Click the List Names from drop-down list at the top of the picker window and choose the company from which to add the new project user.
This drop-down lists your sponsor company plus any member companies that have been added to the project. You can click the Member Companies node under the project to view the list of available member companies.
- Select one or more users to add to the project. You can press the Shift or Ctrl keys to select multiple users at once.
- Click the Add button. You can continue to select and add names to the Selected Users portion of the picker window.
- Click OK to add the users to the project. The new users are listed in the Users log.
Note: By default, new users will have a status of Active. You can change the status or other user detail information selecting the user from the list and clicking Open.
To add a user to a project template
Open the project template and navigate to User Administration > Users. Follow the steps above to add a sponsor company or member company user to the template.