Add a New Company User

This section describes how to manually add a new user record to your company. For information about importing multiple user records from a CSV file, see Import company users (add users or update users).

If you have created a User Preference template (in Standards & Libraries > User Preference Templates), the active template will automatically be used to generate the new user's user preferences. If there is no active template present, the system default settings will be used for the user preferences.

To add a company user:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click User Administration > Company Users.
  3. Click New from the toolbar to open the Edit User window and complete the form.
  4. In the Edit User window, complete the fields of the General tab as discussed in the following table.
  5. At this point, you can activate the user, save the record, or complete the rest of the tabs:
    • Groups: You can add the user to existing groups. The default groups are Company Administrators, Finance, Project Administrators, Project Coordinators, Project Managers, Project Request Approvers, Project Request Reviewers, Project Sponsors, Technical Reviewers, Vendor Coordinators, and Vendors. The user automatically inherits group permissions. See Manage a user's group membership (Groups tab) for details.
    • Permissions: You can configure individual permission settings for the user in this tab. See Edit User Permissions (Permissions Tab) for details. Alternatively, you can assign the user to a group (the user will automatically inherit group permissions), or assign permission through Access Control. As a best practice, assign permissions to groups and not to individual users.
    • Projects/Shells: This tab lists the projects/shells to which the user has been added and is view-only. See View User's Project and Shell Membership (Project/Shell Tabs).
    • Proxy: You can add or view the user's proxy users in this tab. See Designate a Proxy User (Proxy Tab).
  6. Click Apply to save changes, or OK to save and exit the window.

In this field:

Do this:

Username

Enter the user's email address, which will be used to send system notifications to the user, and will display in the user's contact information. This is a required field. If a user with a matching email address exists, the user is added using existing information. If not, the new user is created.

Notes:

  • After a user is created for the specified email address, the Username cannot be changed.
  • The email address used for the Username must be unique across all companies.

First Name, Last Name

Enter the first and last name of the user. These are required fields.

Title

Enter an optional company title for the user.

Work Phone

Enter the user's work telephone number.

Mobile Phone

Enter the user's mobile telephone number.

Home Phone

Enter the user's home telephone number.

Pager

Enter the user's page number.

Fax

Enter the user's fax number.

Address

Click the Select button to add a company address to the user profile (From Edit Company, Address Tab)

Time Zone

Choose the default time zone for the user. This can be changed in the User Preferences window.

Language

Select a language from the drop-down list.

Note: The languages listed are the active languages selected in the Configuration - Internationalization log, by the administrator.

Date Format

This setting controls the display of dates on reports, business process forms, and so on. This can be changed in the User Preferences window.

User Type

Select Standard. The Standard User has access to all modules. The Portal User is not currently supported in Unifier Essentials.

Status

New users are Active by default. Status can be Active, Inactive or On-hold. Neither Inactive nor On-Hold users can sign in:

  • Active: User is listed in Project or Shell Directory, in User/Group Picker, User can sign in and participate in project/shell.
  • Inactive: User's name does not appear anywhere for selection on any project-or shell-related functions or User Picker. User cannot sign in but they can be given permissions and added to groups.
  • On-Hold: User can be added to a project/shell and assigned as a participant in a business process workflow but cannot sign in. Normally used to pre-assign users to a new project/shell before activating it.

Active and On Hold users will be counted against your user license terms; Inactive users will not.

Disable Mobile Access

This option is unchecked (cleared) by default. If you want to prevent the user from accessing the Unifier Mobile application, select this option.


Last Published Tuesday, June 4, 2024