Partner Company or Member Company

The consultants, contractors, and vendors that have been invited to participate in a project by the Owner Company/Sponsor Company. The system lets you add a Partner Company/Member Company to enable project users to collaborate on (and coordinate) the execution of a project.

Note: A Member Company is a Partner Company. When a Partner Company is added to a project/shell, the Partner Company becomes a Member Company. That is to state: When a Partner Company participates in a project/shell, the Partner Company becomes a Member Company in that project/shell, and the Partner Company users that are added to the project/shell become the Member Company users.

To access the User Administration node, go to the Company Workspace tab > Admin mode > User Administration. The following explains each sub-node in detail.

Generally, the values of the user attributes are specified under the General tab of the members in Company Users or Partner Users:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, expand the User Administration node.
  3. Click the Company Users or Partner Users sub-node to open the log.
  4. Select a member from the log and click Open. The Edit User window for the user that you selected opens, and the General tab is displayed by default showing the values of the user attributes.

The same values of the user attributes that are specified under the General tab of the members in Company Users or Partner Users are also displayed (read-only) in the shells, within the Users or Groups sub-nodes:

  1. Go to the project/shell tab and switch to Admin mode.
  2. In the left Navigator, expand the User Administration node.
  3. Click the Users or Groups sub-node to open the log.
  4. Select a member from the log and click Open. The Edit Projects User window for the user that you selected opens, and the General tab is displayed (read-only) by default showing the values of the user attributes.

    Note: You can only edit the user attribute fields that are relevant to each project/shell.

Within a shell, on the General tab (of the members in Users or Groups) you can click the Copy Attributes from Company Workspace option to fetch all the company-level user attribute values from the company (Company Workspace tab) and populate the user attributes values the General tab.

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, expand the User Administration node.
  3. Click the Company Users or Partner Users sub-node to open the log.
  4. Select a member from the log and click Open.
  5. In the Edit User window for the user that you selected (General tab) enter the user attributes.
  6. Click Apply to save your changes and then click OK to close the window.
  7. Go to your <shell> tab and switch to Admin mode.
  8. In the left Navigator, expand the User Administration node.
  9. Click the Users or Groups sub-node to open the log.
  10. Select the member from the log and click Open.
  11. In the Edit User window for the user that you selected (General tab) click Copy Attributes from Company Workspace.
  12. Follow the prompts so that the system can fetch all the company-level user attribute values from the company (Company Workspace tab) and populate the user attributes values the General tab.

    Note: If a user attribute value changes at the company-level, the system will not update the corresponding value at the project/shell level.

When finished, click Apply to save your changes and then click OK to close the window.

Click Cancel to discard your changes and close the window.


Last Published Tuesday, June 4, 2024