Company Administrators can add new users to the sponsor company. Each new user creates a new user record. These are known as company users. Company users can be entered manually one at a time, or multiple user records can be imported into Unifier from a CSV file.
Note: The Internationalization and CSV Files section contains information about translating CSV files.
To ensure compliance with company standards and restrict access, Oracle recommends that the responsibility for user administration (at the company level) be delegated to one person, or a small group of people.
Note: If you are using Oracle Identity Management (OIM) to add users to your company, some of the instructions that follow do not apply. OIM creates the user's login name, first and last names, and email account. OIM does not honor user attribute forms or user preference templates. Users manage their own passwords with OIM. OIM will honor the permissions and proxy users you specify in Unifier. You can use a CSV file to bulk update user information (see Managing Users in Bulk), except for passwords. The Template Name columns is mandatory field in order to update user information, successfully.
To access the Company Users log
- Go to the Company Workspace tab and switch to Admin mode.
- Click User Administration > Company Users in the left Navigator. To open an existing user record, select a user from the log and click Open.
Note: If a User Attribute form has been imported, the columns that appear in the Users Log can vary. If designed in uDesigner, the log can include navigation in the left pane. This navigation allows you to filter the display of users listed in the log. If you decide that you want a standard log to display, you can remove the navigation from the log in uDesigner. Also, the search criteria in the Find window and sort order can also vary depending on what was added to the User log design in the User Attribute form.
User Type
As part of the log attributes in uDesigner, the column, "User Type" in the Company Workspace log page (Company Users node Company Workspace > Admin mode > User Administration > Company Users) identifies the type of user, available in Unifier, per following:
- SYS User Type/Standard
The SYS User Type/Standard, which refers to both Company and Partner users, can have access to all Unifier modules, except the Earned Value Management. If the Earned Value Management component is checked for a Standard User, the Earned Value Management will be available to the Standard User.
Note: For information specific to the Earned Value Management module, refer to the Unifier Earned Value Management User Guide.
- SYS User Type/Portal
- The SYS User Type/Portal, which refers to Portal users, can have access to self-service portal login, only.
The Company Workspace log page (for Company Users node) has the following menu options:
- File
- New
Manual
Import
- Open
- Export
All
Selection
Export Structure
- Send e-mail
- Status
Active
Inactive
On-Hold
- New
- 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 Company Users node) has the following toolbar options:
- New
- Manual
- Import
- Open
- Find
- Send e-mail
- 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.
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
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.
Note: Unifier considers the existing Company users and all users added by way of import (File > New > Import) as Standard users.
The User Type column will be seen by default in the standard user data picker. For the custom user data picker, if the user has added the column, then the user will be seen in User Type column.
In addition to the standard user (a user with access to all Unifier functionalities) and the portal user (a user with access to limited Unifier functionalities), Unifier supports the Contractor User.
Notes:
- The Contractor User is a Partner User. Any user can be declared as a Contract User, but a Contract User will have limited access to unifier functionalities. The Contractor User status must be granted to the external users such as vendors.
- A Contractor User will also have access to Mailbox module and its sub-modules.
License terms for a company (customer) can only be changed by the Site Administrator (for the cloud customers this will be the Oracle Cloud Administrator). As a result, in order to allow a Company Administrator to add a Contractor User, the Site Administrator must first add licenses for the Contractor User. See Contractor User for more details.