The consultants, contractors, and vendors that have been invited to participate in a project by the Owner Company/Sponsor Company. Unifier allows adding Partner Company/ Member Company to enable project users to collaborate on (and coordinate) the execution of a project.
Note: A Member Company is a Partner Company. When a Partner Company is added to a shell or project, the Partner Company becomes a Member Company. That is to state: When a Partner Company participates in a project or shell, the Partner Company becomes a Member Company in that project or shell, and the Partner Company users that are added to the project or shell become the Member Company users.
To access the User Administration node, go to Company Workspace tab > Admin mode > User Administration. The following explains each sub-node in details.
For more details about company types, see Companies in Unifier.
Generally, the values of the user attributes are specified under the General tab of the members in Company Users or Partner Users:
- Go to your Company Workspace tab in Admin mode.
- From the left-hand Navigator click the User Administration node to expand it.
- Click the Company Users, or Partner Users, sub-node to open the log.
- Select a member from the log and click Open. The Edit User window for the user that you selected opens, and the General tab is displayed by default showing the values of the user attributes.
The same values of the user attributes that are specified under the General tab of the members in Company Users or Partner Users are also displayed (read-only) in the shells, within the Users or Groups sub-nodes:
- Go to your <shell> tab in Admin mode.
- From the left-hand Navigator click the User Administration node to expand it.
- Click the Users, or Groups, sub-node to open the log.
- Select a member from the log and click Open. The Edit Projects User window for the user that you selected opens, and the General tab is displayed (read-only) by default showing the values of the user attributes.
Note: You can edit the user attribute fields that are relevant to each project or shell, only.
Within a shell, the General tab (of the members in Users or Groups) you can click the Copy Attributes from Company Workspace option to fetch all of the company-level user attribute values from the company (Company Workspace tab) and populate the user attributes values the General tab.
- Go to your Company Workspace tab in Admin mode.
- From the left-hand Navigator click the User Administration node to expand it.
- Click the Company Users, or Partner Users, sub-node to open the log.
- Select a member from the log and click Open.
- In the Edit User window for the user that you selected (General tab) enter the user attributes.
- Click Apply to save your changes and then click OK to close the window.
- Go to your <shell> tab in Admin mode.
- From the left-hand Navigator click the User Administration node to expand it.
- Click the Users, or Groups, sub-node to open the log.
- Select the member from the log and click Open.
- In the Edit User window for the user that you selected (General tab) click Copy Attributes from Company Workspace.
- Follow the prompts so Unifier can fetch all of the company-level user attribute values from the company (Company Workspace tab) and populate the user attributes values the General tab.
Note: If a user attribute value changes at the company-level, Unifier will not update the corresponding value at the shell-level.
When finished, click Apply to save your changes and then click OK to close the window.
Click Cancel to discard your changes and close the window.