Add Single User Accounts

Use Primavera Administration to add individual user accounts.

To add single user accounts:

On the User Administration tab, click Add.
In the Last Name field, enter the user's last name.
In the First Name field, enter the user's first name.
In the Email field, enter the user's email address.
In the Username field, enter the user name for the user account.
In the Company field, click Select and select a company for the user account.
In the User Type field, click the list and select the user type for each account.
In the Application Access field, triple-click Select and do the following:
Note: This step is optional. You can assign application access later.
1. In the Available pane, select the application assignments for the user account. Hold down the Control key and click to select more than one application.
2. Click Add to selected column.
3. Click Apply.
Repeat these steps for each user account you want to add.
Do one of the following:
1. Click Save to commit your changes and save your users.
2. Click Export Changes to save a CSV file (Create_User_<date>.csv) in your Downloads folder. No users are saved at this time. You can import the CSV file and save your users later.

Notes:

If user creation fails, one reason might be that you have exceeded your Primavera Unifier license limits. See "Working with the License Manager" in the Primavera Unifier Help for details.
After creating a user account, you must reset that password for the account. If your deployment uses IDCS, resetting a password sends the user an email with a link to allow them to change their own password. If your deployment uses OIM, resetting a password notifies the user about their new account and provides them a temporary password. On logging in with the temporary password, the user is prompted to change the password and set challenge questions. See Reset Passwords for details.