Adding a Partner Company User

As the company administrator for your company, you can add Partner Company users to your own company at the company or project/shell level and control their status and permissions within your company.

If a Partner Company user is added to a project/shell, the system verifies that the user's company is a Member Company; if not, the system adds the Partner Company.

The License Manager (Company Workspace tab > Admin mode > User Administration > Access Control > Administration Mode Access) controls the number of active partner company users within a system.

By default, new users will have a status of Active. You can change the status or other user detail information selecting the user from the list and clicking Open.

To access the Partner Users log:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click User Administration > Partner Users. To open an existing user record, select a user from the log and click Open.

To add a Partner Company user:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click User Administration > Partner Users.
  3. Click New, and then select Manual from the toolbar to open the Edit User window and complete the form.
  4. In the Partner Company field at the top of the Edit User window, enter the name of the company to which you want to add the user.

    This drop-down list includes your sponsor company plus any Partner Companies defined for your company. You can click the Partner Companies node under your company to view the list of available partner companies.

  5. Complete the fields of the General tab as discussed in the following table.
  6. At this point, you can activate the user, save the record, or complete the rest of the tabs:
    • Permissions: You can configure individual permission settings for the user in this tab. Alternatively, you can assign the user to a group (the user will automatically inherit group permissions), or assign permission through Access Control.
    • Groups: You can add the user to existing groups. The default groups are Company Administrators, Project Administrators, Shell Administrators, and Support. The user automatically inherits group permissions.
    • 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.
  7. 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.

Note: After a user is created for the specified email address, the Username cannot be changed.

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 by the administrator in the Configuration - Internationalization log.

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, Collaborator, or Portal. The Standard User has access to all modules. The Collaborator User (which is a type of Partner User) has access to all modules. The Portal User only has access to the self-service portal login.

Note: The Portal User Type 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