Adding and Managing Company Users

Company Administrators can add new users to the sponsor company. Each new user creates a user record. These are known as company users. Company users can be entered manually one at a time, or multiple user records can be imported into the system from a CSV file.

Note: For information about the columns, such as timezone, user type, and language, see the Unifier Essentials Integration Interface Guide.

To ensure compliance with company standards and to restrict access, consider delegating the responsibility for user administration (at the company level) to one person or a small group of people.

To access the Users log:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select User Administration, and then select Company Users.
The Users log lists the users defined for your organization.
To open an existing record, select a user in the list and click Open.

User Type

The User Type column in the Users log identifies the type of user per following:

SYS User Type/Standard: The SYS User Type/Standard, which refers to both Company and Partner users, can have access to all modules.
SYS User Type/Portal: The SYS User Type/Portal, can only have access to self-service portal login.
Note: The Portal User Type is not currently supported in Unifier Essentials.

The Users log contains multiple menu options that you can use to perform steps such as creating new users manually or through import or updating types. The toolbar options provide access to some of the same features as well as providing quick access to changing the Status of a user account.

The Update User Type (To Portal and To Standard) option, collectively, work as a bulk action on one or more selected user rows for updating the user type. For example, you can select one row, or multiple rows, click Update User Type, and change the user type to standard by clicking To Standard.

If the user type attribute is not mentioned when creating the user, the user type for that user will be set to Standard by default.

In the License Manager, the Company user and Partner user are considered Standard users in terms of license count and combined count for License Terms and Current Usage. The License Manager landing page will generate and update a gauge chart for the following license types:

Standard Users
Portal Users
Collaborator Users

A separate count for Portal users is shown for License Terms and Current Usage. This count will depend on whether a particular Company user is marked as a Portal user.

If there are more active users with accounts than the product is licensed for, the calculations in the Active Named Users fields might be higher in the Current Usage sections versus the License Terms sections. The excess or surplus (overage) is calculated in the same way as the Standard users.

The Site Administrator (the Oracle Cloud Administrator) can edit the license terms and view the audit log for the users by clicking the Settings icon.

If you need license counts updated for the Portal and EVM users, contact the Site Administrator (Oracle Cloud Administrator).

The only editable options in License Manager are the Notification settings. Notifications can be enabled to email the Site Administrator (the Oracle Cloud Administrator) when certain license thresholds are met.

In addition to the standard user (a user with access to all functionalities) and the portal user (a user with access to limited functionalities), the system supports the Collaborator User.

Note: Any Partner User can be declared as a Collaborator User. Be aware that a Collaborator User has limited access to some functionality. If permission is granted, Collaborator users can view existing user-defined reports (UDRs) and custom reports, and they can create UDRs.

License terms for a company (customer) can only be changed by the Site Administrator (the Oracle Cloud Administrator). As a result, to allow a Company Administrator to add a Collaborator User, the Site Administrator must first add licenses for the Collaborator User.

For more information on licensing, see Working with the License Manager.