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.
- 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.
- Click Add to selected column.
- Click Apply.
- Repeat these steps for each user account you want to add.
- Do one of the following:
- Click Save to commit your changes and save your users.
- 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. Resetting a password sends the user an email with a link to allow them to change their own password. See Reset Passwords for details.