Search only in titles

---

Creating Integration Users

To create an integration user:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, click User Administration > Integration Users.
3. In the toolbar of the Integration Users log, click Create to open the Create User window.
4. Fill out the form.
5. Click Done.

The following explains each block and field in the Create User window:

General block provides general information about the integration user. The General block has the following fields:

• User Name

  Note: The email address used for the User Name must be unique across all tenants.

• Status
• First Name
• Last Name
• Email
• Language (system default language)
• Description
• Time Zone (system default time zone)
• Date Format

Permissions block

It provides the ability to determine the permissions that the user has (for modules in the system). The Permissions block has the following fields:

Administration

• Company Administration
  • Full Access: This permission will provide full access to the system.
  • Create: This permission will provide access to all the POST services.
  • Update: This permission will provide access to all the PUT services.
  • Get: This permission will provide access to all the PUT services.
• User Administration
  • Full Access: This permission will provide access to adding and maintaining user-level access.
  • Create: This permission will provide access to all the POST services.
  • Update: This permission will provide access to all the PUT services.
  • Get: This permission will provide access to all the PUT services.

Business Process

• Business Process Service
  • Full Access: This permission will provide full access to services related to business processes (BPs).
  • Create: This permission will provide access to all the POST services related to BPs.
  • Update: This permission will provide access to all the PUT services related to BPs.
  • Get: This permission will provide access to all the PUT services related to BPs.
• Non-Workflow Business Process Permission
  • Update: This permission will provide access for maintaining non-workflow BPs.
  • Get: This permission will provide access to all the PUT services related to non-workflow BPs.

Document Manager

• Document Services
  • Full Access: This permission will provide full access to services related to Documents.
  • Create: This permission will provide access to all the POST services for Documents, which includes:

    Create Documents by Path

    Create Documents by Parent Folder ID

  • Update: This permission will provide access to all the PUT services for Documents, which includes:

    Update Documents Metadata by Path

    Update Document Metadata by Document ID

  • Get: This permission will provide access to all the PUT services for Documents, which includes:

    Get Documents by Path

    Get Documents by Parent Folder ID

    Get Document by File ID

• Folder Services
  • Full Access: This permission will provide full access to services related to Folders.
  • Create: This permission will provide access to all the POST services for Folders, which includes:

    Create Folder by Path

    Create Folder by Parent Folder ID

  • Update: This permission will provide access to all the PUT services for Folders, which includes:

    Update Folders Metadata by Path

    Update Folder Metadata by Folder ID

  • Get: This permission will provide access to all the PUT services for Folders, which includes:

    Get Folders, or Documents, Metadata by Path.

    Get Folders, or Documents, Metadata by Parent Folder ID

Reporting

• User Defined Reports
  • Get: This permission will provide access to all the PUT services for user-defined reports (UDRs).

Cost

• CBS Services
  • Full Access: This permission will provide full access to services related to Work/Cost Breakdown Structure (WBS/CBS).
  • Create: This permission will provide access to all the POST services related to CBS Services.
  • Update: This permission will provide access to all the PUT services related to CBS Services.
  • Get: This permission will provide access to all the PUT services related to CBS Services.
• CashFlow Services
  • Full Access: This permission will provide full access to services related to CashFlow Services.
  • Create: This permission will provide access to all the POST services related to CashFlow Services.
  • Update: This permission will provide access to all the PUT services related to CashFlow Services.
  • Get: This permission will provide access to all the PUT services related to CashFlow Services.
• CashFlow Permissions
  • Update: This permission will provide access for maintaining permission levels for CashFlow Services.
  • Get: This permission will provide access to all the PUT services related to CashFlow Services.

Fund

• Fund Services
  • Full Access: This permission will provide full access to services related to Fund Services.
  • Create: This permission will provide access to all the POST services related to Fund Services.
  • Update: This permission will provide access to all the PUT services related to Fund Services.
  • Get: This permission will provide access to all the PUT services related to Fund Services.

Activity Manager

• WBS Services
  • Full Access: This permission will provide full access to services related to Work/Cost Breakdown Structure (WBS/CBS).
  • Create: This permission will provide access to all the POST services related to WBS Services.
  • Update: This permission will provide access to all the PUT services related to WBS Services.
  • Get: This permission will provide access to all the PUT services related to WBS Services.

ExchangeRates

• Exchange Rates Services
  • Update: This permission will provide access to all the PUT services related to Exchange Rates Services.
  • Get: This permission will provide access to all the PUT services related to Exchange Rates Services.

Space Manager

Do not use; this feature is not supported in Unifier Essentials.

---

Last Published Tuesday, June 4, 2024