User Preference templates can be used to configure the default user preference settings for new users. It can also be used to update existing users’ user preferences by "pushing" the preference options. In this way, you can establish a standard for your users’ preference settings.
Note: If you are using Oracle Identity Management (OIM) to enter users into your company, preference templates will be ignored.
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
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
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
Working with the License Manager
Setting Permissions for Unpublished Attachments
Task Reassignment (Company and Project)
Create a User Preferences Template
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Last Published Friday, April 9, 2021