Managing Users in Bulk

You can use bulk processing to manage users across a large number of projects or shells. Bulk processing means that you can perform the same action on a large number of user records without having to navigate to each record and perform the same action repeatedly. You can perform this bulk processing at the shell or project level. Bulk user management is performed using CSV file export and import. Importing user group assignments and importing users uses the existing Add Users permissions on a project or shell.

Note: For cases where users have the same first and last name, the combination of first name, last name, company, and email address is used to uniquely identify a user. The email address is required on all imported rows.

You can use bulk processing to:

See Also

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

Integration Users

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Setting Permissions for Unpublished Attachments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)

In This Section

Change user group assignments or add new users in bulk

Change user status in bulk

Update multiple company or partner users



Legal Notices | Your Privacy Rights
Copyright © 1998, 2022

Last Published Tuesday, April 12, 2022