Integration user is referred to a user who is performing integration, using the SOAP and REST services. This user will be a part of standard user licensing.
You (Administrator) can use the Integration Users sub-node (under User Administration node) to view the list of integrated user, create new integrated users, and assign or edit permissions for Document Manager and access protocol (Legacy).
To access the Integration Users sub-node:
- Go to Company Workspace tab and switch to Admin mode.
- Click User Administration node to expand.
- Click Integration Users sub-node log.
The Integration Users sub-node log contains the following elements:
Toolbar options
- Create
- Refresh
- Print
- Find on Page
Columns
- First Name
- Last Name
- User Name
- Status
- Description
- Timezone
When you select a user, a right-hand pane displays the general details for the user that you selected.
The following explains each element in details.
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
Managing Users in Bulk
Creating and Managing User Preference Templates
Creating an Approved Email List for Project/Shell Mailboxes
Editing, Deleting, and Finding Email Addresses
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Setting Permissions for Unpublished Attachments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)
Creating Integration Users
Setting Permissions to Integration Users
Printing and Exporting Integration Users
Access Control for Integration Users