Collaborator User
The Company Administrator can:
- Create a user of the type "collaborator" only in the Partner Users functional node (Company Workspace tab > Admin mode > User Administration grouping node).
- Bulk update the user type to "Collaborator."
Note: All license constraints will be in place.
If you make a user a Contractor by assigning the Contractor User Type in Primavera Administration, the user will consume a Collaborator license in the system. Any other user classification (Employee, Intern, Temp, External, Service, Generic) will consume a Standard license.
Impact on the Audit Log
Changes made to the Collaborator User license terms will also get captured in the Audit Log tab.
A Collaborator User license type can be manually added as a Partner User (Company Workspace > User Administration node), imported through a CSV file, or added through REST API calls.
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click User Administration > Partner Users.
- In the Partner Users section of the log, select the company that you want to add the Collaborator User to.
- From the toolbar, select New > Manual.
- In the Edit User window, General tab, enter the user information, click the User Type drop-down list, and select Collaborator.
- To save your changes, click OK.
The Update User Type toolbar option lets you use the submenu option of To Collaborator. The same option is available in the Edit Menu.
The following table outlines the behavior of various options:
Selection | Update License Type | Usage |
|---|---|---|
When one or more users are selected | Update to Standard | For all the selected users, the user type will be updated to Standard. |
When one or more users are selected | Update to Collaborator | For selected users, the user type if not Collaborator will be changed to Collaborator. |
When one or more Standard partner users are selected | Update to Portal | For the selected Standard Partner users, the user type will be changed from Standard to Portal. |
When one or more Standard partner users are selected | Update to Collaborator | For the selected Standard Partner users, the user type will be changed from Standard to Collaborator. |
When one or more Portal users are selected | Update to Portal | For selected users, the user type if not Portal will be changed to Portal. |
When a mix of Standard, Portal, and Collaborator users are selected | Update to Collaborator | For selected users, the type if not Collaborator will be changed to the Collaborator. |
When a mix of Standard and Portal users are selected | Update to Portal | For selected users, the type if not Portal will be changed to Portal. |
Note: The Portal User Type is not currently supported in Unifier Essentials.
You can add Collaborator User of the new license type in User Administration for Partner Users through CSV.
For the identity domain or Primavera Administration Application, to create a Collaborator User a new attribute for the user type must be created, when creating a user.
Navigational nodes seen (Home):
- Home
- Tasks
- E-Signatures
- Notifications
- Inbox
- Drafts
- Sent items
Note: The Master log is not displayed.
Navigational nodes seen (Shell):
- Tasks
- E-Signatures
- Drafts
- Mailbox
- Drafts
- Inbox
- Notifications
- Sent Items
- Delete Items
- Document Manager, with all the sub-nodes (based on logged-in user permissions).
- Logs, with all the business processes (that the logged-in user has navigational-level access to).
Because Project Mailbox is not available to the Collaborator User, the same option is also not available under "Linked Mail" of a BP. If there are any existing emails from the Project Mailbox in the linked mail of the particular BP, the emails would still be visible and accessible.
The Collaborator User will not have access to any non-BP type object, such as Reports, in the left Navigator. If there are references on the BP forms, the Collaborator User will be able to access them. Also, any records that can be opened by way of a hyperlink in a non-BP type picker will be accessible to user.
Note: A user who does not have permissions for any shells can click any shell picker on the BP forms and add or reference a shell in a BP; the system does not restrict this based on the permissions. The same rule applies to a Collaborator User.
A Collaborator User can have other Standard users who can act as proxies and can act as a proxy for other users. A Collaborator User can view this list in the My Proxy tab. All sub-options seen in the Preferences window will be the same as other Standard users, including the Email Subscription options.
Note: The system does not prevent the Company Administrator from setting Collaborator user types as Proxy users; however, at runtime these types of users will not see the option to proxy on behalf of someone else.
The User Type "Collaborator User" is not available in the Bulk Edit log, and the license count will not be checked when updates are made through bulk edit.
A Collaborator User has access to the following options in the top pane:
- Announcements
- Bookmarks
- Help
- Recent Locations
- Key Locations
Last Published Tuesday, June 4, 2024