Creating Partner Companies and Users

A partner company is a consultant, contractor, or vendor company that is associated with an owner company. A partner company might work on some or all the projects/shells that the owner company commissions.

Creating partner companies and users require you to perform a series of tasks in both Unifier Essentials and Primavera Administration.

For the prerequisites and tasks to create partner companies and users, see the Primavera Administration Identity Management Guide.

See Also

User Administration

Owner Company or Sponsor Company

Partner Company or Member Company

Editing User Permissions at Company, Shell, and Project Levels

Adding and Managing Company Users

Adding and Managing Partner Company Users

Adding and Managing Groups

Integration Users

Managing Users in Bulk

Creating and Managing User Preference Templates

Creating and Maintaining an Approved Email List for Project/Shell Mailboxes

Updating the Email Address for a Project/Shell

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Setting Permissions for Unpublished Attachments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)



Last Published Tuesday, June 4, 2024