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:
- Add or remove user group assignments
- Add new users
- Change the status of existing users
- Update multiple users in the User logs for Company or Partner 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Setting Permissions for Unpublished Attachments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)
Change user group assignments or add new users in bulk
Change user status in bulk
Update multiple company or partner users