Editing, Deleting, and Finding Email Addresses

When Unifier is installed, a dedicated email address is specified for the company. When a Project/Shell is created, Unifier assigns a unique identifier to the Project/Shell. The system combines the dedicated email address and the Project/Shell identifier and creates the Project Mailbox. The Project/Shell email address appears on the Options tab of the Project/Shell details page.

The Administrator can define the project email address in order to create a more meaningful name that is related to the project.

The existing format for an email address in Prefix pattern is: <PID>-<Configurator email>@<Domain>.

The existing format for an email address in Suffix pattern is: <Configurator email>@<Domain>+<PID>@<Domain>.

The string that you enter in the Email Address field is prefixed/suffixed to the project email address based on the Configurator settings. By default, the system generates the "<PID>" and places it as the first part of the project email address.

You can change the project email address at any time; however, the system retains the emails belonging to a previous mailbox of the Project/Shell in the new mailbox.

The following explains the rules for naming an email address:

The following characters are not acceptable for the <PID>: / \( ) ~ ! @ # $ % ^ & * { | , ; " < > ' } + - : ? space characters = [ ].

Note: For an existing Project/Shell, the input box for Email address cannot contain zero (0) because internally the system uses zero (0), at the time of creating the Project/Shell, to populate the Project ID (<PID>_). As a result, zero (0) is not a valid input for the Email Address field.

To edit an email address

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Standards & Libraries > Approved Email List in the left Navigator.
  3. In the log click to select the email address that you want to edit and double-click the email address to open. The Add/Edit Approved Emails opens.
  4. Edit the information and click OK.

To delete an email address

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Standards & Libraries > Approved Email List in the left Navigator.
  3. In the log click to select the email address you want to delete and click Delete.

To find a specific email address

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Standards & Libraries > Approved Email List in the left Navigator.
  3. In the log click Find to open the Find window.

    The Find window shows fields from the list, which you can use to narrow the list of items you see on the list. These fields show an operator, such as "contains" or "equals," which you can use to specify more precisely which items you want to search for.

  4. Click the operator beside the field and choose the operator you want to use on the field, such as "equals," "does not contain," or "is empty".
  5. Enter the value the field should contain.

    You can enter a partial name or address.

  6. Click Search (or press Enter).

Unifier will display the address(es) or name(s) that match the criteria you entered. It will also identify the criteria by which you have searched the list in the "Current View: filtered by" line above the list. If you choose to, you can cancel the find action by clicking [Cancel Filter]. Unifier will restore the list to its unfiltered state.

See Also

Setting up the Users (User Administration)

Owner Company or Sponsor Company

Partner Company or Member Company

Assigning Application Access to Primavera Unifier (Cloud Only)

Editing User Permissions at Company, Shell, and Project Levels

Importing User Attribute Form

Adding and Managing Company Users

Creating Partner Companies, Users, and Permission Settings (On-Premises Only)

Creating Partner Companies and Users (Cloud Only)

Adding and Managing Partner Company Users

Adding and Managing Groups

Integration Users

Managing Users in Bulk

Creating and Managing User Preference Templates

Creating an Approved Email List for Project/Shell Mailboxes

Importing and Exporting Email Addresses

Managing permissions and access control

Announcements Node

Working with the License Manager

Running System Usage Reports

Setting Permissions for Inbox

Setting Permissions for Unpublished Attachments

Task Reassignment (Company and Project)



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Last Published Friday, April 9, 2021