Partner company user details are managed by the Site Administrator or the company administrator for the partner company. As the company administrator for the your company, you can add partner company users to your own company at the company, program, project, or shell level, and control their status and permissions within your company.
Partner company users can be added to projects or shells, even if the users do not show up on this list. If a partner company user is added to a project or shell, the user will be added to the Partner Company Users log automatically.
The License Manager (Company Workspace tab > Admin mode > Access Control > Administration Mode Access) controls the number of active partner company users within a system. If the new users will exceed your license terms, you will receive an error message.
By default, new users will have a status of Active. You can change the status or other user detail information selecting the user from the list and clicking Open.
To access the Partner Users log
- Go to the Company Workspace tab and switch to Admin mode.
- Click User Administration > Partner 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.
To add a partner company user
- Go to the Company Workspace tab and switch to Admin mode.
- Click User Administration > Partner Users in the left Navigator.
- Click New. The User/Group Picker opens.
Note: If a User Administration design has been imported, the content of the User/Group Picker (in User view) can vary. The Find window and sort order can also vary depending on the optional design created in uDesigner.
- Click the List Names from drop-down list at the top of the picker window and choose the company from which to add the new project or shell user.
This drop-down lists your sponsor company plus any Partner Companies. You can click the Partner Companies node under your company to view the list of available partner companies.
- Select one or more users to add. You can press the Shift or Ctrl keys to select multiple users at once.
- Click the Add button. You can continue to select and add names to the Selected Users portion of the picker window.
- Click OK to add the users to the Partner Users log.