Creating Partner Companies
A Company Administrator of an Owner Company (Sponsor Company) can create multiple partner companies.
To create multiple partner companies go to Company Workspace tab > Admin mode > Partner Companies > New.
In the New Company window, enter information in fields of the following tabs:
- General
- Address
- Security
- Contact
The Partner Companies log toolbar allows you to add (New), open (Open), and find (Find) partner companies.
The Partner Companies log page allows you to see a list of partner companies (Company Name), the name of the contact for the partner company (Contact Name), phone (Phone), and the partner company standing such as active or inactive (Status).
The Partner Users node has the following menu options:
- File
- New
- Open
- Send e-mail
- Status
Active
Inactive
On-Hold
- Edit
- Bulk Edit
- Delete
- Update User Type
To Portal
To Standard
- View
- All
- Find...
- Audit Log...
- Help
- Unifier Help
- Unifier Library
- User Productivity Kit
- About Unifier
The Company Workspace log page (for Partner Users node) has the following toolbar options:
- New
- Open
- Find
- Status
- Active
- Inactive
- On-Hold
- Update User Type
- To Portal
- To Standard
The Update User Type (To Portal and To Standard) option, collectively, work as a bulk action on one or more selected user rows by enabling you to update the type of user. For example, you can select one row, or multiple rows, click Update User Type, and change the user type to portal, or standard, by clicking To Portal, or To Standard.
Creating Users for the Partner Company
To add users to a Partner Company go to Company Workspace tab > Admin mode > User Administration > Partner Users > New.
When the Edit User window opens, you can see the following tabs. Enter data in the fields within each tab.
- General
- Enter the name of the Partner Company (the system conducts a search and displays a filtered list of partner companies)
- Alternatively, you (Company Administrator) can select the name of the Partner Company from the list by clicking the arrow.
- Fill out the fields under "Contact Information as in Company Directory."
- Select the Status, and click OK.
- Security
To enter the password for the user.
- Groups
To add the user to an existing group.
- Permissions
To assign permissions to various modules in Unifier.
- Projects/Shells
The content in this tab is blank when creating a user, and any existing content varies based on the Projects/Shells that the user has access to.
- Programs
The content in this tab is blank when creating a user, and any existing content varies based on the Programs that the user has access to.
- Proxy
To manage Proxy settings.
If user assignment results in number of users exceeding the licenses allocated, Unifier displays a notification.
If the user type attribute is not mentioned when creating the user, the user type for that user will be set to Standard user type by default.
When you are creating a user, the User Type drop-down list is defaulted to Standard user, but you can change the User type to Portal.
The Attribute "Earned Value Management" displayed is unchecked by default. If the user checks this option, then the user will be granted access to the Earned Value Management module. This checkbox will be disabled for Portal type of users.
Note: The checkbox for Earned Value Management users will be seen only when the Earned Value Management module is loaded.
In the License Manager, the Company user and Partner user are considered Standard users in terms of license count and combined count for License Terms and Current Usage. The License Manager landing page will define Gauge chart for all the following license types:
- Standard Users
- Portal Users
- Earned Value Management Users
In addition, a new count for Portal users and Earned Value Management (EVM) users are shown for License Terms and Current Usage. This count will depend on:
- Whether a particular Company user is marked as Portal user, and
- The Earned Value Management user in User Administration.
The excess or surplus (overage) is calculated in the same way as the Standard users.
The Site Administrator can edit the license terms and view the audit log for the users by clicking the Settings icon.
When editing the user count, the Site Administrator will have to put a combined number for active named users.
The Site Administrator will also be able to edit the Portal users and EVM users count by using the following tabs on the License Terms window:
- General tab
- Notifications tab
For users other than the Site Administrator, only the Notification tab will be available to be edited.
Notes:
- Any user who has not yet been added to the existing partner companies will be added to the Partner Users log of the Owner Company as Inactive user.
- Partner user creation through CSV is not supported.
Permission Settings for Partner Companies
To set permissions for partner companies go to Company Workspace tab > Admin mode > Access Control > Administration Mode Access > Partner Companies.
In the Module Permission Settings window, determine the level of permission for each user (in the Partner Company) that is listed. You can click Add (to add a new name), Modify (to change the permission setting for a user, by way of Permission/Access Control window), or Remove (to delete a name) in this window.
If you (Company Administrator) create a Partner Company and select Inactive for the Partner Company Status, then the users that you add for that Partner Company will be inactive. When the contract with a Partner Company ends, you can select Inactive for the Partner Company Status and inactivate the contract.